Investment Management
Aligning your wealth with your principles
No time or desire to oversee your own investments? Want to invest in assets that align with your values? Need to diversify your concentrated stock? Simply looking for a trusted advisor? We can help you achieve better outcomes that adhere to your objectives.
How we can help
A strong investment strategy begins with an understanding of your objectives and current circumstances. We want to see you achieve your goals and will be an advocate along the way.
How we work with you
We’ll review your current holdings with your objectives top-of-mind. Because one style does not fit all people, our investment management program is tailored to your specific situation. Portfolios are constructed to best adhere to your goals and take into consideration tax mitigation, diversification, fees, legacy positions, risk and timing.
Investment 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 Retirement Income Planning
- Sustainable Investing
- Business Succession and Retirement Solutions
- Concentrated Stock Planning
- Charitable Gifting Strategies
- College/Educational Planning
- Option Strategies
- Securities- based Lending Options
- Social Security Maximization
- 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.