Investment Management
Aligning your wealth with your principles
Whether you want to align your investments with your values, diversify your holdings, or simply delegate to someone you trust, we provide the strategy, structure, and insight to help you achieve better outcomes and reach your goals.
How we can help
There is no one-size-fits-all solution, so your plan is custom-made to reflect your needs, considering tax efficiency, diversification, fees, legacy positions, risk, and timing. As your partner, we are committed to helping you reach your goals and will be your advocate along the way.
How we work with you
A strong investment strategy begins with an understanding of your objectives and circumstances. We start by taking the time to listen and learn what is most important to you. Then, with your goals in mind, we review your holdings, make recommendations, and tailor a plan that supports your vision.
Money management recommendations are based upon your situation. Your portfolio can include assets such as:
- Equities and Fixed Income (Stocks and bonds)
- ETFs and Mutual Funds
- Real Estate investments
- Annuities
- Alternative Investments
- 529 Plans
- Private Markets
- Insurance
And strategies such as:
- Tax-Smart Income Planning
- Retirement Solutions
- Business Owner Solutions and Succession Planning
- Concentrated Stock Planning
- Charitable Gifting Strategies
- College/Educational Planning
- Option Strategies
- Securities-Based Lending Options
- Social Security Maximization
- Sustainable Investing
- Incapacity planning (Long-term care solutions)
- Generational Wealth Transfer
We’re here to help.
We’d love to meet and see if we’re a fit for your wealth management goals.