Fee Based Wealth Management
As an Accredited Investment Fiduciary (AIF®), we provide our wealth management services on a fee only basis. Fully transparent with both our interest aligned, we aim to be your families trusted advisor and financial coach. We work with some of the top money management firms which benefits you by offering low expense ratios, tax efficiency, diversification and risk control.
- Fiduciary and goals based asset allocation and portfolio that reflects your current situation, future goals and risk tolerance
- Implement your preferred asset allocation and risk tolerance plan with professional money managers
- Review of risk management strategies that may allow moderate growth with downside protection
- Ongoing review of managers, allocations and rebalancing regularly
- Cost basis reviews to minimize or avoid adverse tax consequences
- Meetings to educate and assist in making the best decisions for you and your family