Helping you grow more than wealth

Our approach

• Proactivity - presenting opportunities before the need arises
• Integrity - always doing what is right and in your best interests

The wealth planning approach we take with our clients begins with due diligence on our part to fully understand the entirety of a client’s financial situation. We implement a seven step process, outlined below. While investments are a key piece of how we help clients accumulate and preserve wealth, it is equally important to take a holistic approach through tax considerations, retirement planning, estate planning services, and risk management. Being a steward of a client’s hard earned wealth and assets means we take a tailored approach with each client.

Our investment philosophy utilizes a combination of strategic & tactical approaches. A strategic buy-and-hold asset allocation strategy comprised of a broadly diversified portfolio of domestic and international stocks, bonds, CD’s and cash. In addition, we will closely follow market and economic events to identify short-term investment opportunities. Where it is appropriate, we utilize stop-loss orders and option strategies to take advantage of the upside, yet still help provide some protection on the downside.

Seven step process

1) We start by listening to better understand you and your financial circumstances

2) We identify and select your goals - utilizing strategic and time tested methods. Using the best technology in the industry we match your current situation with a strategy that will help achieve your goals

3) Analyze your current course of action and potential alternative courses of action - these are specific to you and your needs

4) Develop financial planning recommendation(s) designed to maximize the potential for meeting your goals -  this is accomplished by creating a Wealth Plan for you and we will consult with our client strategies team when necessary

5) Present you with the recommendations which are custom and tailored to your unique situation

6) Implement the planning recommendations - we take action based upon your desire to proceed with the recommendations presented

7) Providing professional service and resources - we help you review your financial picture in light of changing circumstances both personal and market-driven

Global Insight 2025 Outlook: Beyond the Horizon

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »