Traditional firms prefer the one-to-one relationship between client and advisor; however, we believe in a more collaborative and integrated approach. In our model, each client works with our entire advisory team, allowing us to leverage different areas of specialization and collaborate throughout the client engagement lifecycle.
The depth of our experience and knowledge, coupled with the tenure and diversity of our team, allows us to carry out a service model that effectively serves our clients and their emerging needs. Our operations team is more than double that of the average advisory firm and collectively has more than 25 years of experience in the field, thus enabling us to respond and deliver in an expedient manner every step of the way.
We have built an industry-recognized technology platform to support our client engagement process throughout the entire lifecycle of retirement planning, investment management and client service. This platform has allowed us to generate multiple efficiencies, thus enabling us to keep our offerings competitively priced and continue bringing intrinsic value to the client relationship.
At different life stages, your needs and desires may shift. When looking at the future and outlining your life goals – from a comfortable retirement to a lasting family legacy – a well-designed retirement plan will help meet those objectives. We go through a phased approach to create a customized accumulation and retirement income plan that fits you:
Successful investment management means creating and maintaining a diversified investment portfolio that works for years to come. We understand and appreciate the importance of offering a consistently strong and diverse investment lineup that reflects your objectives and tolerance for risk. Our approach encompasses the following as we define a unique investment strategy based on your objectives:
Our competitive advantage is our experience and knowledge, combined with the strength and innovation to offer a broad spectrum of investment products and services designed to meet a range of financial objectives. The services we offer include a blend of the following:
Exchange Traded Funds
Bonds and Institutionally Managed Portfolios
Payroll Deduction IRA
403(b) and 457 Plans
Long-Term Care Insurance
Disability Income Insurance