FINANCIAL GOAL PLANNING   :::    INVESTMENT MANAGEMENT   :::    RETIREMENT PLANNING   :::    PORTFOLIO RISK ANALYSIS
     
 

Services

We pride ourselves on understanding the challenges and opportunities busy families face.  Our wealth management services enables families to concentrate on the most important aspects of their lives, whether it is running a business, enjoying retirement or just spending time together.  We believe our clients are the most important asset of our company, and we are dedicated to serving your needs.

Our Service Advantage

Customized investment solutions 

Personal attention 

Over 21 years of industry experience

Performance driven fee based management

Our Professional Portfolio Management Services

We provide discretionary portfolio management on all types of individual and institutional accounts using a discount to intrinsic value model.  When building a portfolio, we believe in a diversified approach using small, mid and large capitalized companies.  Each account, when fully invested will hold thirty stocks.  We manage equity, balanced and fixed income accounts (both taxable and tax free) using individual stocks, ETF's and bonds.  For smaller accounts we use no-load mutual funds.

We are responsive to the particular needs of each client, and strive to help them with a large number of personal portfolio planning issues at no additional charge. The following list is representative of some of the services we offer, but it is not intended to be a comprehensive list.

  • Retirement solutions and planning
  • Education planning
  • Portfolio risk analysis
  • Personal trust services
  • Charitable giving and foundation services
  • Goal planning
  • Estate and tax planning

Click here for Our Strategies

Professional Athletes

The Right Game Plan
Professional sports are famous for producing instant millionaires.  But for many young players straight out of college, getting a grasp on their instant millionaire status is difficult.  The unfortunate fact is the news is full of famous athletes filing for bankruptcy protection.  

We understand the issues you face such as sudden wealth, budgeting, second career planning, gifting and wealth preservation to name a few.  We can assist you with these challenges using our Right Game Plan process.

Call us to receive a copy of our free report “The Right Game Plan, a game plan for instant millionaires”.

"Our commitment to excellence shows in our dedication to performance and customer service."
–RL Paler

 

 
     
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