Our Services

Our services can be comprehensive, or selected on an individual basis depending on your needs. In any event, our services are fee based. We establish a fiduciary relationship with you. We do not take commissions.

Investment Management: 

Whether you are in the accumulation phase, have been saving for a lifetime, or have a family legacy to maintain, we understand your needs. We bring together the strategies, tactics, analytics and technology to manage risk and the potential rewards for risks taken. We keep a very close eye on investment costs and fully understand it is not just about what you make, but also what you keep.

Financial Planning: 

Our Advisors understand “one size does not fit all.” Your planning experience will be as unique as your particular financial circumstances. We also understand that as you change, your needs change. As such, we operate on a life-span model. This means we help you put into place those things today that you will likely need tomorrow at what is most often a much lower cost.

Tax Planning: 

Some clients come to us with long-established relationships with a Tax Professional or Firm. It is our process to establish a relationship with those individuals as investment related activities often have tax consequences. It is best for the client if those they trust to manage investments are at the very least conversational with the client’s tax team.

If the client has no current relationship with a Tax Professional and demonstrates a need for such, we currently refer out to trusted Tax Professionals. These are individuals that we have worked with for many years.

Estate Planning:

 We make referrals to a select group of Board Certified Estate Planning Attorneys. We refer only to those professionals who carry the “Board Certified” credential.

Neither LPL Financial nor its Representatives give tax or legal advice.