Wealth

Management

Effective wealth management starts with understanding your financial situation, your goals, and your tolerance for risk. We want to know you better than you know yourself. We then craft a financial plan designed to address your questions, concerns, and objectives without the product sales pitch. In fact, we call our approach to financial planning and investment management “client-side advice.” Our advice is crafted with you and your specific goals in mind.

To gain a deep understanding of your needs and goals, we use:


After assessing your current financial position and your tolerance for risk, we match these factors with your financial goals and craft a comprehensive financial plan. We then work with you to implement the plan, review your progress regularly, and make adjustments as needed.

Our goal is to help you build financial security while generating investment returns consistent with your risk profile and financial objectives. Our wealth management services offer you:

  • A designated planning team
  • Regular calls to review your accounts
  • Meetings with your planning team as desired
  • Ongoing financial education and updates
  • Sophisticated risk assessment and risk management services
  • Customized financial plans and investment advice
  • Investment portfolios with single-stock exclusion capability
  • Asset allocation review and rebalancing
  • Online access to your accounts
  • Market Commentary, Market Brief, and Fixed Income Review emails and the Secure Future Report newsletter
  • Our exclusive client organizer to keep your paperwork under control

For more detailed information, click Secure Future Solution and Investment Management.