Wealth management

Wealth management

 

Portfolio Management – Custom and model portfolio investment management built on a foundation of research and global diversification. Portfolio construction emphasis is on companies of smaller capitalization, higher profitability, and lower price to book value.

Retirement Planning – Develop and model custom retirement scenarios based on client vision, projected resources, and key assumptions.

College Planning – Project college funding needs and determine which vehicle (529 savings plan or prepaid state programs) meets desired objectives commensurate with risk.

Tax Planning – Maximize wealth accumulation utilizing tax efficient investment strategies in conjunction with client tax constraints.

 


SAVING FOR RETIREMENT