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Investment

We want your money to last as long as you do (and have just as much fun!). We will help you put together an investment portfolio that reflects your risk tolerance, time horizon and goals. Understanding this will help maximize the plan we create.

The Real Cost of a Vacation Home

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Grow Your Wealth for Tomorrow and Generations to Come

We begin your financial plan with your personal goals in mind. Before we talk about investing, we spend time getting to know you, your goals and ambitions, not just for tomorrow, but decades out into the future. Only then will we be able to design and implement a financial strategy that will meet your needs, reduce taxes, and eliminate any worry or doubt about your financial future, both for the present day and the future.  

Our Solution

 We have long standing relationships with dozens of fund families which gives our clients access to thousands of mutual funds, index funds and ETFs. Professional money managers and their staff of skilled analysts will be managing your money and providing ongoing supervision of your portfolio. 

We build your portfolio with your goals in mind and designed according to your personal risk tolerance with a mix of stocks, bonds, short-term money market instruments, other securities or assets or a combination of these investments

Frequently Asked Questions

What is a fiduciary? 

A fiduciary means that we are bound to act strictly in the best interest of the client, as opposed to many broker-dealers who operate under a “suitability” standard, meaning they must recommend financial services and products that are suitable for their clients. 

How do you determine what I should invest in? 

Based on your goals, time horizon and risk profile, we select together a balanced portfolio designed to achieve all your financial goals. From there your portfolio will be constantly monitored and rebalanced when market conditions, your goals or your financial situation change. We meet with all our clients at least annually to make sure the plan is still on track. 

Why are you recommending mutual funds when I can be in index funds with much less fees? 

Mutual funds are actively managed, meaning the individual stocks making up the funds are constantly monitored for their business fundamentals and bought and sold based on changing market conditions and competitive threats. While index funds are lower in cost, it is impossible to build a truly diversified and balanced portfolio without mutual funds.

How Stocks Work

How Stocks Work

Understanding how a stock works is key to understanding your investments.
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Emotional vs. Strategic Decisions

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?
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What It Takes to Become an Accredited Investor

What It Takes to Become an Accredited Investor

What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.
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