Fee Based Wealth Management

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