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How We Do It

Investment Management & Financial Planning

We believe an effective financial plan requires analysis of your current financial situation and an implementation strategy that accommodates both your present and future needs.

As these needs change and new opportunities arise, we’re here to help guide you through each phase of your journey.


Here’s a brief overview of what you can expect when you work with us:


Our Process

1. Discussion.

First, we’ll talk about your situation — including your needs, wants, dreams and fears — to establish a baseline for going forward. After that, we’ll discuss your risk tolerance and return expectations to get a good understanding of how we can best serve you.

2. Creation.

After our initial consultation, we’ll review and analyze all of your information and create a plan of action that enables you to capitalize on your strengths and improve on your weaknesses.

3. Implementation.

Next, we’ll work with you to design and build an investment plan and diversification strategy that takes into account a variety of factors to ensure you get the most value possible out of every dollar.

4. Optimization.

From buying a home to saving for college, we’ll periodically review and make adjustments to your financial plan to help make sure you are putting your money in the right places –– at all times.


Our Stages


Wealth Accumulation Phase

During this phase, we'll implement strategies to help you maximize savings, reduce taxes and grow your assets.

Wealth Preservation Phase

Once you've accumulated some wealth, we'll help you stay ahead of inflation by continuously positioning your portfolios for the highest possible return.

Distribution Phase

In the final phase, we'll organize all of your documents, including an estate plan and strategy that secures your legacy for years to come.


Contact Us for a Hypothetical Portfolio