WEALTH MANAGEMENT SERVICES

Active Portfolio Management (percentage fee applied to assets under advisement; no product sales or commissions; minimum portfolio size of $400,000 with exceptions)
utilizes our proprietary Safe Harbor/Growth investment allocation model designed to protect wealth and purchasing power from the ongoing deterioration of the US Dollar

Comprehensive Personal Household Financial Management (flat monthly fee)
functions as a "family office" in overseeing all client investment accounts, insurance matters, legal matters, tax matters, financial statement updates, discretionary spending activity, bank account balances, credit card balances, bills payable, major asset purchases and sales, debt negotiation and maintenance and timely preparation of tax returns

General Financial Counseling including Pre-Divorce and Post-Divorce Situations (hourly rate)
consults with individuals interested in developing a family wealth accumulation and/or preservation strategy to include budget development and retirement lifestyle forecasts

Estate Planning Projects, e.g., Asset Titling, Trusts, Wealth Transfers, Wills (hourly rate)
consults with individuals interested in developing or reviewing a formal estate and/or wealth protection plan

Other Projects, e.g., Asset & Liability Reviews, Insurance Reviews, Investment Portfolio Reviews (hourly rate)
consults with individuals seeking a second opinion on essential financial matters

Small Business Financial Management (flat monthly fee)
performs a Treasurer outsourcing function for small client-owned businesses

For a comprehensive listing of Wealth Management Services, click here.