Comprehensive Wealth Management

Comprehensive Wealth Management is a fully integrated approach to managing and enhancing your financial well being.  This comprehensive relationship covers all areas of financial planning, as well as implementation and follow-up. This is an on-going relationship with regular communication and meetings. We take time to articulate your goals and identify what is important to you. Our financial planning recommendations and investment advice reflect your values and objectives. Topics in financial planning include but are not limited to retirement planning, insurance needs analysis, college funding, investment management, and estate planning. Be prepared to roll up your sleeves as we work together to put your plan in place. Our fee will be calculated as a percentage of assets under management.

Hourly Planning

We will also provide services to clients who may have one or two specific issues that they may need advice on. Services involve consultation, analysis, and recommendations on any area of financial planning (both comprehensive and goal specific), including insurance analysis, college planning, retirement planning, investment advice, and estate planning. A detailed estimate will be provided before any services are rendered.

Small business retirement plans

We set up and manage 401K plans for individuals and small businesses. Our low cost, full feature option utilizes Vanguard fund for low fees, but is an open architecture platform to tailor make it best suit the client’s needs. For self-employed individuals like consultants or independent contractors, we have the ability to set up defined benefit plans that allow savings way beyond 401K IRS limits.

Products and services include:

  • 401(k) retirement plans and Individual Retirement Accounts
  • 529 qualified tuition plans
  • Annuities
  • Exchange Traded Funds
  • Mutual funds
  • Certificates of Deposit
  • U.S.Treasuries Securities
  • Group retirement and savings plans
  • Simplified Employee Pension Plans
  • Qualified Retirement Plans
  • Other retirement savings plans designed specifically for employee groups


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