No matter what your wealth management needs are, our strategy is simple: finding the right solution for you. Asset selection and investment performance are just parts of your financial picture. The most important part? Understanding your objectives. Coordinating advice from client's attorneys, accountants and insurance professionals helps us achieve those objectives.
Financial Planning is a living, breathing process not just some corporate mission statement. More like a GPS than a roadmap, once you know where you're going, it's easy to make changes along the way. Once you know your financial goals, correctly understanding (and managing) risk is next. We'll dive deep into things with you keeping an eye on tax efficient design as we go.
Financial Planning is a living, breathing process not just some corporate mission statement. More like a GPS than a roadmap, once you know where you're going, it's easy to make changes along the way. Once you know your financial goals, correctly understanding (and managing) risk is next. We'll dive deep into things with you keeping an eye on tax efficient design as we go.
Services
James M. Liotta helps his clients with a broad array of investment management, financial planning and wealth management issues. He has amassed a rare combination of professional credentials and educational achievements. Raised in New York by hardworking parents, James graduated college in Boston and then moved to Los Angeles where he began his career in 2002 with UBS PaineWebber as a Financial Advisor.
It's worth noting that salespeople and advisors at banks and brokers aren't legally bound by a fiduciary standard of care. As your financial advisor we're bound to act solely in your best interest when offering our services.
Consumers are harmed by the absence of a uniform fiduciary standard that applies to all financial professionals who provide personalized investment advice, from paying excessive fees and commissions to receiving substandard performance.
Consumers are harmed by the absence of a uniform fiduciary standard that applies to all financial professionals who provide personalized investment advice, from paying excessive fees and commissions to receiving substandard performance.
Whether we're helping you plan for retirement, save for your child's education, or achieve other goals, YOUR objectives are OUR objectives. We work with you to develop the appropriate financial plan and portfolio asset allocation specifically tailored to meet your long term goals and objectives.
Diversification, rebalancing, and repositioning of your exposure to asset classes tactically in a tax efficient and cost effective manner support our mission of achieving your asset allocation and financial planning needs.We'll strive to ensure your needs are being met through a personal relationship and committed pursuit of your investment goals.
Diversification, rebalancing, and repositioning of your exposure to asset classes tactically in a tax efficient and cost effective manner support our mission of achieving your asset allocation and financial planning needs.We'll strive to ensure your needs are being met through a personal relationship and committed pursuit of your investment goals.
Even though retirement means something different to everyone, it's something everyone faces. Income planning, investment planning, estate tax planning, end of life issues, and more face our retirees. We coordinate the planning and investment process to make sure all of these issues are considered and future care is paid for.
Individuals face just as many planning and investment issues as families, family estates, business owners, and corporations. Making sure their retirement goals, current lifestyle needs and future estate and charitable plans are all considered are part of what we deliver to our clients.
Investors today are beginning to understand that your portfolio is more than just your simple rate of return; it's about your appropriate risk-adjusted rate of return.The idea is to concentrate first on identifying the appropriate level of investment risk before we select individual investments. In doing so, part of our goal is to reduce overall volatility and deliver more consistent overall returns with less risk.
Investors today are beginning to understand that your portfolio is more than just your simple rate of return; it's about your appropriate risk-adjusted rate of return.The idea is to concentrate first on identifying the appropriate level of investment risk before we select individual investments. In doing so, part of our goal is to reduce overall volatility and deliver more consistent overall returns with less risk.
Reviews (1)
Joshua Friedman
Dec 16, 2018
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