Investment Management

For over 16 years, we have been building customized investment portfolios that benefit from market upswings, weather market downswings, provide cash liquidity and achieve long term growth for each client.

Addressing these complexities from a Fee-Only (Fiduciary) perspective means we offer recommendations that put your interests first.

In addition we are among a select group of independent fee only advisors approved to recommend, among other investment recommendations, funds by Dimensional Fund Advisors (DFA).

DFA offers diversified funds in domestic and international asset classes that enable us to design tax efficient and tailored investment strategies.

Our planning and investment recommendations solve issues such as:

Deciding whether to invest in stocks, mutual funds, bonds, commodities, real estate
How much cash to keep in a savings account
Tax implications of investments and which investments belong in which accounts
The right time to sell an investment
Understanding the impact of real estate on current and future net worth
Building a retirement plan that will keep up with inflation
Incorporating your personal estate planning into your investment portfolio
Building tax free and tax deferred savings for retirement

As your Financial Advisor we:

Thoroughly discuss your goals before making investment recommendations;
Review your comprehensive financial situation and lifestyle before determining the appropriate level of investment risk;
Recommend the appropriate real estate exposure to achieve long-term financial stability;
Integrate tax planning into the investment strategy.

Navigating Investment Management and Tax Strategy for Over 16 Years. Sail Towards The Life You Want To Live!

Learn more about life-integrated financial planning and how our services would benefit you.

Schedule a no cost/no obligation introductory call today.

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