Are you looking for an advisor who will embrace your specific, complex financial situation? We have decades of experience tackling complex investment and financial scenarios. Tailoring customized financial plans, actively managing investments, and advising on difficult financial questions is what we do.
Michael has over 20 years experience in the financial services industry as an investment manager, consultant and marketing manager. He is responsible for investment policy and portfolio management as well as financial planning activities. David develops holistic wealth management and retirement programs for clients with a particular expertise in meeting the needs of financial services professionals.
Michael has over 20 years experience in the financial services industry as an investment manager, consultant and marketing manager. He is responsible for investment policy and portfolio management as well as financial planning activities. David develops holistic wealth management and retirement programs for clients with a particular expertise in meeting the needs of financial services professionals.
Services
Our mission is straightforward - we help each client work toward their unique financial goals. We accomplish our mission using rigorous financial planning and disciplined asset allocation. We keep a continuous focus on your financial goals in all that we do - whether it is investment monitoring and management, account reporting or planning advice regarding taxes, mortgage debt or savings targets.
The fee for our Wealth Management Service is an all-inclusive annual retainer based on assets under management. A standard schedule of fees is applied to assets under management that decreases as the size of an account increases. Please contact us for the specific fee percentages and asset level breakpoints.
We apply customized financial planning and a disciplined asset allocation strategy to all elements of your financial life. Your financial well-being is maximized when all of the unique elements of your finances are considered in a comprehensive wealth strategy. We apply rigorous asset allocation parameters to all of your asset accounts to seek investments with returns and risk appropriate to meet your goals.
Accelerating vaccinations, diminishing economic restrictions and a $2 trillion stimulus led to a strong 2021 opening quarter for the stock market. However, those same elements also drove up Treasury yields, causing concerns about bonds and the tech sector. The good news drove the Russell 1000 up +5.9% in the quarter led by economically-sensitive materials, energy, financials and industrials sectors.
Identify, understand, and address your unique issues based on deep investment management industry knowledge and expertise. Holistic approach integrating financial planning and investment management to align your finances with your life objectives. Custom portfolio strategies built around your exposure to proprietary product and compliance requirements.
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