Each client is unique; therefore, we strive to custom-tailor each investment portfolio and design strategies necessary to work towards each client's unique needs, while ensuring all interests are aligned.
In addition, our advisors are supported by our Investment Team who are consistently committed to pursuing solid investment strategies:
- Portfolio Performance Analysis
- Risk Evaluation
- Investment Time Horizon
- Asset Allocation
- Assessment of Impact of Costs
- Assessment of Impact of Taxes
- Withdrawal Strategies
- Stock Concentration Divesting Strategies
- Dollar Cost Averaging
- Review of Outside Investments
- Complete Picture Approach
- Merit Economic Dashboard
Asset Protection & Risk Management
Our clients enjoy the satisfaction of knowing relevant assets will be accounted for and available strategies will be considered. We listen intently, assess your needs, and then help you create a path that leads you toward your desired outcomes. We strive to identify risks that could impact your situation such as
- market risks
- liability risks
- moral obligations to family
- legal risks from business ventures.
We will evaluate strategies to help reduce potential exposure to the loss suffered from unforeseen events.
Our goal is to build a relationship by working with our clients and loved ones.
- Coordination with other professionals
- Proactive Meetings
- Family Meetings
- Ensure Planning is Well-Coordinated & Implemented
- Maintain Copies of Documents
- Access to a personalized Private Client Vault
- Behavioral finance assessment
Our financial planning team focuses on developing comprehensive strategies to help achieve your financial goals. We strive to provide customized planning solutions that inspire confidence and help secure your financial future.
- Wealth Enhancement
- Wealth Transfer
- Wealth Protection
- Charitable Giving