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Wealth Management

Get personalized advice from an advisor who listens.

Our team of licensed fiduciary advisors understands that every investor is unique. With the dynamic tools used by both you and your financial advisor we are able to identify and alert you to opportunities so you can act on them.
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Smart Weighting

By limiting exposure to any one sector, size or style in favor of greater diversification and balance, you are better protected against downside risk when a particular market or segment declines.

Tax Optimization

Tax location places assets in different account types to help minimize taxes (higher yield securities being placed in tax-sheltered accounts when possible). Tax-loss harvesting can offset realized capital gains and be written off against income up to relevant IRS limits.

Intelligent Rebalancing

Ongoing rebalancing, that occurs when the market presents opportunities, can help avoid costly emotional mistakes and helps you buy low, sell high, and remain well-diversified. Our research shows that regular rebalancing can significantly enhance portfolio value over time.

Dynamic Portfolio Allocation

Because we see your complete financial picture, we can provide an efficient allocation. As your life evolves, we will recommend allocation adjustments to keep the strategy current with your ever changing situation.

Our Wealth

Management Tiers

What to
Expect

We don’t believe in a “one size fits all” portfolio. Our approach is tailored to you and your goals. Together, we’ll create a plan that’s based on your preferences, and what stage you are in your life.

What you’ll cover on your first call.

  • How you can build a more tax-efficient portfolio

  • Insights on cash flow, spending, and budgeting

  • 401k advice, and our approach to diversification

Our Fee
Structure

We charge one all-inclusive annual management fee at a fraction of the cost of traditional financial institutions. There are no hidden fees, no trailing fees and no trade commissions.

Socially Responsible

Investing

Invest for good with our Socially
Responsible Personal Strategy®

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