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Wealth Preservation and Planning Strategies

We work through a process that allows you to clarify both your short and long term objectives.

We invest a significant amount of time during the fact finding and analysis process so that we fully understand all of the intricacies that make your situation unique.

As an independent firm, we are uniquely positioned to provide unbiased investment guidance and planning services.  We utilize a full array of non­-proprietary financial products and services as we work with you to help ensure your assets are strategically allocated, diversified and managed.

Your custom tailored investment portfolio may include any of the following:

  • Cash and money market funds
  • Municipal, treasury, government agency and corporate bonds
  • Domestic and international stocks
  • Mutual funds
  • Exchange Traded Funds (ETFs)
  • Fixed and variable annuities
  • Tax efficient investment strategies
  • Strategic Asset Management (SAM) offered through LPL Financial
  • Model Wealth Portfolios (MWP) offered through LPL Financial
  • Alternative Investments

An emphasis on due diligence
LPL Financial’s open-architecture investment platform and stringent due diligence provide us with access to a universe of well known industry talent from which to select in constructing your portfolio. Along with our own research and due diligence, we have access to the LPL Financial Research team. This industry-leading team employs a strict, highly disciplined investment manager screening process that results in a recommended list of select industry separate account managers. Managers on the recommended list must continue to meet strict criteria over time to remain on the list.