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Individual Wealth Management

 With the understanding that each of our client's financial situation and goals are all unique, we begin by getting an accurate assessment of your current circumstances and objectives. Our primary initiative is to help you live your life as you want and to help fulfill your aspirations.
After carefully examining your circumstance, we provided personal, thoughtful and objective recommendations that we believe are appropriate to your individual needs.

Financial Planning

Investments are only a small part of your financial well-being. We offer multiple distinctive levels of planning and services, designed to help you address your objectives. Areas of service may include:

  • Cash Management
  • Retirement Planning
  • Asset Preservation & Insurance
  • Education Funding
  • Estate Planning
  • Tax Planning

Our approach will take you through each step of the Financial Planning process, through impactful conversations and a complete picture of your financial well-being.

At times, we will also bring in resources from our network of business professionals. If your situation calls for specialized services, we collaborate with our experienced business alliances, who share our values and have an in-depth knowledge of law, accounting, real estate, insurance, and much more.

Investment Management

Our approach to investing combines the latest institutional research with the experience we have had with clients of all situations.

Our asset allocation process attempts to add value over a long-term period. We do not pay attention to short-term moves, as we are more concerned with your long-term picture. We diversify broadly across asset classes. We include traditional asset classes as well as non-traditional. We look to reduce costs whenever we can and we always pay attention to taxes, when applicable.

For a complimentary consultation and discussion, call us at 309-272-2500 or by email