For Individuals
A one-stop shop for all your investments and financial planning.
We’ll get you organized, take care of your investments, and help put your financial life in order, for one simple fee. We build a tailored portfolio and plan that works for you. Then, come what may, we will stay by your side.
Integrated Financial Services
Investment Portfolio Management
We manage investment portfolios for taxable accounts, IRAs, and trusts, based on your individual needs and goals. Our investment strategies include long-term growth, income generation, and socially responsible or ESG (Environmental, Social, and Governance) investing.
Financial Planning and Advice
Our team of Chartered Financial Analysts® and CERTIFIED FINANCIAL PLANNERSTM will work closely with you on:
- Retirement planning
- Guidance on 401(k) and employer-sponsored retirement account selections
- Distributions from retirement accounts
- Tax strategies
- College savings plans
- Debt management and cash flow
- Charitable giving strategies
- Insurance, Medicare and Social Security recommendations
- Defining your criteria for ESG or socially responsibly investing
Client Service
Providing excellent, personal client service is essential in everything we do. When you need help, you can always reach someone who knows you. Our service includes:
- A dedicated team to help with onboarding and ongoing account needs
- Close coordination with other professionals, such as tax accountants, attorneys, and estate planners
