For your Investment Management needs, our WealthTarget® Portfolios are based on nine different risk profiles which are then finely tuned to each client. Our research process has been developed to find what we consider to be some of the best professional money managers on Wall Street. For some clients, we offer individual stock portfolio management utilizing a process we have developed in-house. Our objective is to design a portfolio that helps you reach your goals without the normal volatility you would expect from the markets. We are skilled professionals in portfolio design focusing on what is important to you today and tomorrow. Our WealthTarget® Portfolios can be custom designed on a stand-alone basis or as an integral part of a comprehensive financial plan.
For your financial planning needs, we offer our WealthTarget® Strategies. We focus on your most pressing financial issues first. Then we design a long-term plan with an objective to help manage your risks and maximize your potential.
We start by listening to you; your dreams, your goals, and your wealth planning needs. We work with you to lay out the framework and then prioritize what’s important to you. We then develop a financial and investment plan that fits your lifestyle. Our strategies were designed to help you gain confidence in your financial decisions which may give you freedom from unnecessary stress and can help move you closer towards your ultimate success. Your success is our goal.