Wealth management
Portfolio Management – Custom and model portfolio investment management built on a foundation of research and global diversification.
Employer-Sponsored Retirement Plans
Plan Design and TPA Review – For new plans, work with Third Party Administrator to design a plan that maximizes tax benefits consistent with desired funding goals.
Estate Planning
Transition Planning – Work with client’s legal counsel to review Wills, Trusts, and Powers of Attorney to make sure they are up to date and coincide with client investment objectives.
Risk Management
Insurance Protection:
- Long-term Care Insurance
- Disability Insurance
- Life Insurance
