Asset & Wealth Management

Our asset and wealth management services are designed to cover the entire spectrum of your financial life. Using our advanced planning process to gain a thorough understanding of your current financial situation, your needs, and your short and long-term goals, we work with you to develop, update, and manage your retirement plan and investments, and seek to help provide a predictable and sustainable retirement income to maintain your lifestyle. 


If you are transitioning into retirement, we work with you to help determine when you can retire, and how much you need to have in your savings and investment accounts to support your lifestyle. We also coordinate with your company benefit providers to smooth this transition, managing the details and complexities of 401(k) plans, deferred compensation plans, and qualified stock options when applicable.


To help remove uncertainty from the retirement planning process, we'll talk you through each option and every decision. Through it all, we’ll provide the guidance and advice you need to make informed decisions that help protect your future.


Eugene Fama on Modern Finance


To support the highest level of protection for your assets, we focus on controlling costs and ensuring proper asset allocation through the use of passive investments from Dimensional (formerly Dimensional Fund Advisors). Working together, we develop a customized portfolio designed to deliver the asset class returns of their components with less overall risk. As one of the select firms in the country approved by Dimensional to use their passive investment funds, we are able to offer access to these exclusive funds. Better than index funds, Dimensional’s passive investment funds have been proven to capture the pure return of each asset class while maintaining low costs and managing style drift. In fact, Eugene Fama, Dimensional’s director and the principal scholar whose groundbreaking work inspired the founding of the firm, recently was awarded the Nobel Prize in Economics (2013) for his groundbreaking work on asset pricing and markets. We’re proud to have the opportunity to apply this approach to our own clients’ portfolios.


Our asset & wealth management services include:

  • Business planning
  • Cash flow analysis
  • College funding
  • Estate planning
  • Executive benefits planning
  • Investment management
  • Portfolio management
  • Risk management
  • Retirement income advice
  • Retirement planning
  • Stock options
  • Tax management and planning
  • 401(k) advice and management


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Here is a nice article provided by Dimensional Fund Advisors:   T...

What is wealth Management?

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