75 Lane Road
Wealth management is a consultative process that is tailored to meet the short-term needs and long-term goals of our clients by coordinating the necessary financial products and services to come up with the best overall solutions for them.
Our consultative process focuses on 4 key aspects and 2 phases of your financial life. Phase one is lifetime planning and building capital to achieve short-term needs and produce a life well lived. Phase two consists of managing capital, and implementing succession planning to help you achieve long-term goals and a legacy well passed down.
Taking a holistic approach to wealth management, our advisors leverage the ability to being your centralized “point of service”, which we see this as a huge benefit for our clients and their overall financial plans. Our advisors work closely with our strategical partners throughout the financial industry and coordinate with them to create the most efficient and effective plans for our clients. These strategical alliances consist of:
Together, we review your wealth accumulation objectives, review your risk position, discuss your charitable giving plans, and analyze your current and projected cash flow to see how it supports your goals. We also help with college planning, ensuring you’re prepared to provide your loved ones with the educational opportunities they deserve.
By equipping you with the necessary financial knowledge, sound strategies, and a flexible plan, we help you make the most informed financial decisions. And by counseling you along the way, we help you feel confident with your plan while keeping your long-range financial plans in focus through the inevitable ups and downs of life