Wealth Management

The wealth management services we offer are provided on a fee basis instead of commission basis.  This approach enables us to address a wider variety of concerns that are important to you.  Working under this type of arrangement, we will have a clearer picture of your complete financial situation, which will facilitate a more comprehensive, more informed overall wealth management strategy.   Our fee is calculated and charged quarterly based on the value of the assets in the account at that time.

We invite you to meet with us so we can review your current financial picture.  Below is a proposed meeting agenda:

  • Evaluate your original investment objectives and discuss any life-changing events
  • Review the current allocation of your assets
  • Complete our personal financial questionnaire (homework)
  • Set a time line to complete the questionnaire
  • Set a date for follow-up of our review