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Wealth Management

Helping our clients achieve their financial goals is the driving force behind our wealth management services. By taking the time to understand each client’s personal situation, their dreams and aspirations, even what keeps them up at night, we are able to custom tailor a solution to meet their individual needs. The solution is a comprehensive plan that incorporates not only investment selection, but also estate planning as well as a keen focus on optimizing after-tax effectiveness. 

Here are a few of the investment options we offer: 

  • Individual Equities
  • Mutual Funds
  • Exchange Traded Funds – ETFs
  • Taxable and Municipal Bond Portfolios
  • Alternative Investments
  • Commodity Focused Investments
  • Oil and Gas Partnerships
  • Real Estate Investment Trusts – REITs
  • Separately Managed Accounts
  • Variable Annuities


Institutional Quality Management 

In addition to investments listed above, we also have the ability to provide you access to some of the most prestigious Institutional Asset Managers in the world. Typically these programs have minimums of $5,000,000 or more, however through our relationships we are able to provide access with as little as $50,000. These managers offer industry leading investment strategies across a wide spectrum of styles. Some programs are Strategic, others are Tactical, there are even managers that Focus on certain Sectors. Also available are Tax Managed accounts which have a keen focus on minimizing after-tax consequences.


Asset Allocation

When it comes to investment choice and Asset Allocation – Research has shown that the asset allocation decision – how your investments are diversified among multiple asset classes such as stocks, bonds, cash as well as alternatives – may have a significant impact on overall performance. This is why determining the right asset allocation policy for you is critical to your investment success.

Investors need to be aware that no investment plan/asset allocation can eliminate the risk of fluctuating prices and uncertain returns. Past performance is no guarantee of future results. Depending on how we structure your portfolio, you can either decrease risk while maintaining a given level of return, or increase your potential return while maintaining risk at a given level.

Retirement Planning

   Some of the many services we provide:Retirement Planning

  • Analyze Retirement Feasibility 
  • Analyze Retirement Income Options 
  • Pension Maximization Analysis 
  • Assist with Qualified Plan Distributions 
  • Reduce Taxes on Qualified Plan Distributions 
  • IRA Rollover Vs. Lump Sum Treatment
  • Traditional Vs. Roth IRA Contributions
  • Roth IRA Conversions
  • Establish Savings Programs
  • Implement 72t IRA Distribution Plans 
  • IRA Minimum Distribution Planning
  • Maximize IRA Distributions
  • Social Security Benefit Analysis
  • Setup & Manage Retirement Accounts (Various Types of IRA`s, Tax Deferred Variable/Fixed Annuities , 401-k`s , 403-B`s)