Investment Services

 

While working with you to develop a unique financial program, we will walk you through our step-by-step process so that you will feel confident in your decisions. Our investment philosophy is based on a two pronged approach, our "Process" and our "Discipline". Once your goals have been established, we develop a customized strategy to suit your vision and objectives. Together we overlay our "Process & Discipline" to help you navigate the emotional rollercoaster the world markets have a tendency to provide.

With our stratigic relationships with Cambridge Investment Research and TD Ameritrade we have access to some of the largest and most prestigious institutional money managers as well as to the global equity and fixed income markets to execute our investment plans. The decisions made here take into account the effects planning can have on you and your families personal wealth.  Strategies such as:

  • Tax management
  • Investment management
  • Retirement strategies 
  • Estate conservation
  • Insurance and annuities
  • Gifting and Philanthropy

all play an important role in helping you achieve your goals. We, along with your legal and tax advisors work together to make sure that all of your important financial puzzle pieces fit together smoothly.