Experienced and independent advisors working primarily with accredited engineers, executives, and entrepreneurs
We operate a comprehensive retirement planning and wealth management practice that focuses on helping clients grow and preserve their wealth. Our process involves taking a big-picture view of the client's entire financial condition, including all assets and liabilities. We look at what our client's goals are and create an investment plan to help ensure that they are on track to achieve them.
Next, we evaluate the client's overall investment portfolio. We use their current financial situation, along with their financial goals, to create a systematic approach towards pursuing life's most important milestones. This is then implemented and monitored for Advisory clients.
We strive to provide our clients with exceptional service through a disciplined process in order to develop a wealth management plan suitable to our clients' needs. Our investment process is shaped by the following characteristics:
- Help clients invest with strategies that seek retirement income
- Focus on capital preservation while seeking modest growth and more consistent returns
- Utilize an asset allocation process designed to help to reduce risk and provide custom-tailored wealth management services for each client
- Provide advice in the areas of concentrated stock positions and company stock options
- Utilize the Envision® planning process to help ensure that our clients are “on track” to meet their retirement funding goals
Approach to Wealth Management
Our wealth management approach integrates your objectives into a personalized plan that can be updated as life changes occur. We combine sophisticated investment planning tools with professional resources to help match your objectives with customized strategies. Our process includes:
- Understanding Your Financial Objectives – We begin by listening to understand you and your financial objectives and risk tolerance.
- Gathering Your Current Financial Information - Together, we gather specific information on your financial picture and your future income needs.
- Implement Time-Honored Strategies - Next, we analyze your financial and personal information to match your objectives with appropriate strategies.
- Implementing Thoughtful and Creative Strategies – We develop customized strategies tailored to your objectives, drawing from a wide selection of quality products and services.
- Provide Timely Service – We review your situation to help ensure your financial objectives are being addressed. We also provide client educational events throughout the year to review current conditions in the markets as well as the economy.
- Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.