Wealth Management

Implementing Wealth Management Strategies with Concierge Wealth Managment

Managing our client's collective wealth is a foundational service that we provide to our existing clients who have initially established a financial planning relationship with us.

Independent, Objective, Comprehensive Investment Advice

Every day new investment opportunities make their way into the daily headlines. We believe that constructing a client portfolio that incorporates effective asset allocation, superior portfolio management and independent research are key determinants in delivering a strategy that best serves the needs of our clients. By aligning with LPL Financial’s research team of 40 independent analysts, quantitative experts, strategists and economists, we can harness the depth of a full-time research team while incorporating your unique portfolio needs into a strategy that aligns with your goals.

Wealth Accumulation Strategies

Everyone wants to make money, but selecting the strategies that align with your personal goals and objectives are critical first steps. Because of our association with LPL Financial, the nation’s largest independent broker/dealer*, we can explore multitudes of investment opportunities and assist you in identifying an approach that addresses both your risk tolerance and planning needs. Generally we prefer to serve our clients’ needs through investment advisory programs that utilize no-load, institutional, and load-waive mutual funds. By incorporating these investments with traditional securities such as stocks, bonds, exchange traded funds and cash instruments, we can construct a portfolio on a fee-basis without regard for commissions**. 

^{*As reported by Financial Planning magazine, June 1996-2017, based on total revenue.
**Nominal transaction costs may occur.}

Investing in mutual funds involves risk, including possible loss of principal.