Services: Investments

When it comes to the ever-changing world of investing it can become overwhelming on where to begin. With thousands of products in the industry we are continuously doing due diligence to find appropriate opportunities to solve needs in your portfolios. Some clients we work with are brand new to investing while others have extensive investment knowledge. Wherever you stand, we will work to ensure that the way you are invested aligns with your goals an objectives. Together, we will talk about your previous investment experience, your investment objective(s), risk tolerance & capacity, the type of return you expect, your time horizon, etc. 

Examples of investment vehicles we offer include but are not limited to  traditional IRAs, roth IRAs, rollover IRAs, inherited IRAs, SIMPLE IRAs, Simplified employee pension plans (SEPPs),  individual accounts, transfer on death accounts, joint accounts, custodial UGMA & UTMA accounts, trust accounts and qualified tuition accounts (529). Investment solutions we can offer to clients include but are not limited to mutual fund portfolios, annuities, separately managed accounts, ETF strategies, distribution focused strategies, tax managed portfolios and individual stocks. 

As independent advisors we are not conflicted by pressure to market proprietary investment products. Rather, we can offer a robust suite of investment management solutions. We have access to a vast array of information, products, services, and experts from retirement planning to asset allocation to help you analyze and implement a financial strategy to meet your financial needs.