Investment Management & Income Planning

Working with an investment advisor doesn't mean you give up control or have few options. We have access to dozens of strategists, including Blackrock, Fidelity and AssetMark to help us design a portfolio to fit your needs, whether you're:

• a beginner who is just getting started,
• an investor in the accumulation phase that needs to consolidate,
• a retiree who is looking to get the most from your savings during distribution years.

Below you will find our process, followed by a summary of our most popular options and links to the details.

Next, we design a portfolio around your personal preferences:

• Would you rather have simple, lower-cost strategies?
• Is Impact Investing important to you?
  • Also known as Socially Responsible Investing
  • Also known as ESG (Environmental, Social, Governance) Investing
    
• Do you have specific stock holdings you need to incorporate?
• Are there other investments in your household that we need to plan around?

Finally, all investment advisory accounts come with:

• Active, on-going portfolio management
• An annual review meeting in-person or by phone
• Periodic check-ins
• A monthly newsletter with tips and important reminders
• Assistance rolling over other assets, as needed
• On-going monitoring
• Personal Financial View website

These investment services utilize advisory accounts with fees charged as a percentage of managed assets, typically 1% to 1.25% annually, depending on customization. There is a $5,000 account minimum to get started.