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Wealth Management

Wealth management is the holistic integration of various financial planning concepts, with proactive advice regarding all of the components. We are able to dig deeper into complex scenarios, integrating cash flows, tax  requirements, mortgage issues, gifting strategies and business succession planning into a well defined plan that can be implemented according to your schedule.
 
We will help you define what you wish to achieve, help you to prioritize these goals, and then analyze your current situation.  A customized and flexible portfolio will then  be designed that is based not just on your emotional risk tolerance , but also your financial capacity to withstand risk.

Meetings at your convenience, either virtually or in person, ensure that you and your goals are accommodated as your circumstances change. 

Accounts are held in your name at either Charles Schwab or Fidelity Investments, depending on your preferences.

    

 


 
 
 IMPORTANT DISCLOSURES

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
 


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