Smart investing starts with setting realizable goals and planning a portfolio around those goals. The goal often dictates the risk tolerance of a portfolio, which in turn dictates the strategy. We help our clients set these goals and then make recommendations for portfolio allocation and individual security selection. The appropriate allocation among different asset classes (stocks, bonds, cash, etc.) also has a dramatic impact on long-term performance.

We work with other financial and legal professionals to make sure you have a 360 degree understanding of your financial life. Integrating all your finances is our goal. We look at college funding needs, retirement goals, insurance coverage limits, and anything else that allows the client to sleep at night knowing their financial life is in order. We worry about money so you don’t have to.