1490 Rusk Road
We provide comprehensive financial services that are tailored for each client’s unique story.
We seek long-term relationships built on trusted advice.
Understanding your priorities helps us to organize financial resources, create future income streams, and develop growth and protection investment strategies that reflect your comfort level with risk and reward.
Where do you want to be? We can help you get there.
Wealth Management Services:
➢ Comprehensive financial advisory services with transparent quarterly fees
➢ Financial plans implemented with customized investment portfolios
➢ Quarterly performance reports
➢ Retirement account organization with strategies for saving and distribution
➢ Tax smart strategies: asset location, tax swaps, capital gain/loss management
➢ Strategic and Tactical Asset Allocation with rebalancing
➢ Active and Passive investment strategies
➢ Peer performance rankings of cost-effective fund managers
➢ Access to a broad universe of investment products
➢ Fiduciary responsibility to do what is in your best interest
➢ Focus on your long-term goals: not short-term events
Financial planning included in asset management fee*
First $500,000 at 1.25%Next $500,000 at 1.00%Next $1 million at 0.90%Amount above $2 million at 0.75%
Account minimum $400,000 (or $5,000 annual fee)
Asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment losses.
Cash Flow, Assets, and Debs: