Why We're Different
We specialize in working with the investment and financial planning issues faced by high net worth and high income clients. Thus, a $500,000 minimum asset level is most appropriate for new clients. We also desire a personal relationship with each of our clients, one that affords us familiarity with not only your investment accounts and financial goals but with you and your family.
Your portfolio, should you become a client, will be custom-created to match your age, risk tolerance and financial aims. We begin with a thorough tax analysis before buying and selling in your accounts. We are very tax-sensitive; it’s not what you make, it’s what you get to keep that counts. Annual RMD calculations and tax loss harvesting are part of our services, as well as coordinating annual statements to your accountant for tax purposes.
We do not utilize any third-party asset managers. Every account is managed in-house, by us, with our clients’ needs foremost in mind. We consider absolute, and not relative return, to be our measuring stick.
Once you become a client all ancillary services are provided at no extra cost. Financial planning, pre- and post-retirement check ups, Social Security optimization strategies, insurance and estate planning reviews are conducted at no extra charge.
Clients are asked to meet with our investment team for an annual review, but are welcome to schedule periodic appointments to discuss any aspect of their accounts or any other financial issues. We answer the phone promptly, professionally and personally. We are here to serve you.