Wealth Management Process

We are dedicated to providing investment management and strategic wealth planning to our clients. Our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.

Experience has shown that there are at least thirteen (13) critical items that must be taken into consideration . While each of these items may not be relevant to every client, they do represent the breadth of concerns that need to be considered if a comprehensive wealth management program is being undertaken.

Investment issues
Insurance issues
Liabilities issues
Qualified Retirement Plan/IRA Issues
Stock Option issues
Business Succession Plan issues
Durable Power of Attorney Issues
Gifting to Children /Descendant Issues
Charitable Gifting During Life Issues
Titling of Assets Issues
Executor/ Trustee Issues
Distribution of Wealth at Death Issues
Charitable Inclination at Death Issues