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Family Wealth Management

Wealth Management

Understanding your Needs

We believe that every person has a unique perspective of their financial needs and goals. These perspectives are formed throughout a person’s lifetime. The only way we could possibly help our clients meet these needs or goals is to listen to them and make sure we understand what they are trying to accomplish. One size does not fit all.

Once our clients are satisfied that we understand their needs and wants, we then work together to help our clients achieve those requirements. This may include bringing advisors together from other areas of expertise such as legal, accounting and trust services. It may include investment and/or insurance products.

We commit to providing services or products to you at the best value possible while balancing risk, cost and performance. We will always work within your risk level and we will clearly disclose costs to you. It is a privilege to be entrusted with something as important as your financial welfare and you have our commitment that we will never take that privilege lightly or ever abuse it.

Investment Selection

Choosing individual investments requires time, research, and monitoring. While individual selection is important, strategically assembling multiple investment choices can be overwhelming. Our comprehensive approach and open architecture of non-proprietary products and services helps us to deliver the right strategies to meet your needs. Let us put our knowledge and experience to work and create an investment portfolio to fit your needs.

Financial Advisor holding a virtual whiteboard of charts and words about saving.

Portfolio Management

Through our on-going relationship with you, we provide you the peace of mind to always know where you stand and our ability to make any needed changes as conditions and life changes. Important questions that are always on our mind:

  • How are your investments performing?
  • Is your portfolio on track to meet your goals?
  • Do we need to make any adjustments if your circumstances have changed?

Retired couple with financial adivsor sitting at a desking signing paperwork.

Understand Your Goals

Retirement today takes on a whole different look than decades ago. Today, many people what to know “if” they can retire, not just “when”. Today’s retirees are presented with many options on how to spend their “golden” years. We work with you to set goals and generate the income and lifestyle you desire.

Retired couple sitting on a park bench after a bike ride.

Ongoing Monitoring

We believe that as your life changes, you’re investment needs will change too. Annual reviews are an essential part of our client process, where we discuss how we can adapt or maintain your portfolio to meet your needs.

3 generations of women.

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