facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

How We Can Help You

Wealth Advisory Service

           

Our flagship Wealth Advisory Service provides you with a unique advisory experience by integrating tax services, financial planning advice, and investment guidance as part of your advisory relationship with us. Through our coordinated approach, we will help you to simplify your financial affairs and optimize your financial decisions.

 

Retirement Planning

We will help you prepare for retirement through the provision of detailed planning services and quality advice. Once retired, we will assist you with the ongoing execution of your retirement plan to ensure your success. 

Investment Advice

We will help you develop an optimal investment strategy for your needs; we will monitor economic and market data on your behalf; and we will assist in the daily oversight of your investment accounts.

Tax Services

We will provide you with ongoing tax planning strategies to preserve your wealth; we will help you manage your estimated tax payments; and we will prepare and file your tax return each year.

Your Digital Advisory Experience: We want to provide you with a high quality digital experience for those periods in between our in-person meetings. We do so by leveraging the powerful technology of SS&C’s Black Diamond Wealth Management Platform, Fidelity’s eMoney Financial Planning Software, and Citrix Sharefile's secure document sharing platform. These leading software solutions will be seamlessly integrated inside your personal Client Portal and available to you on-demand.

Our Advisory Fee: We assess an ongoing advisory  fee for our Wealth Advisory Service based on the value of a client's investment assets over time. The advisory fee is earned daily and billed at the end of each calendar quarter. 

WHAT TO EXPECT WHEN YOU CONTACT US


Hourly Consulting

           

We provide tax planning & financial consulting services to clients who prefer to pay an hourly rate for financial advice.  An engagement may range in scope from developing and implementing an in-depth retirement plan to assisting a client with a one-time project or task.  However, we would note that tax filing services and investment advice are only offered under our Wealth Advisory Service.