Ongoing Wealth Management
A Comprehensive Investment Approach That Makes Sense For You
Nothing is more fulfilling than helping a client reach financial balance, and experience the peace of mind that goes along with that. Our asset management services help you protect, preserve, and grow your wealth.
We’ll assess your financial plan, evaluate your cash flow projections, and determine an investment approach that makes sense for where you are today and where you want to be in the future. All of these services are based on your unique financial situation.
Here's how it works:
Our team works with your other trusted professionals.
You'll have questions about estate planning, insurance and taxes. We work together with estate planners, lawyers and any other professional advisors you have to develop an accurate view of your financial outlook.
We evaluate your entire financial picture.
This evaluation helps you benefit from current tax regulations, and ensures that your investments align with your overall comprehensive plan.
We assess risk.
Our in-house Investment Committee meets regularly to discuss strategies to mitigate our clients' risk. We consider not only your asset allocation and sub-asset allocation, but also your “asset location,” to make sure your assets are being held in the most tax-efficient manner possible.
We provide financial tools and resources.
Through our relationship with LPL Financial, the largest independent broker/dealer in the nation,* we provide asset management services and robust financial resources and information. LPL Financial is free from any investment banking relationships and has no proprietary products to sell, allowing our financial planners to draw on their research and concentrate on making the best decisions for you. We provide ongoing financial planning services to our asset management clients.
We manage your tax liability.
We're happy to talk to your CPA to understand your tax situation in any given year. From there, we’ll look for opportunities to maximize the after-tax value of all of your investments. We'll evaluate each individual holding you have and determine if it's possible to avoid any unwanted recognition of capital gains. And we'll also take a look at your stock options to see if they can be exercised in a more efficient manner.
We keep you on track with our Client Meeting Planner.
Our relationship continues after you have your customized comprehensive plan in place. We’ve developed a proprietary, personalized Connecticut Wealth Management Client Meeting Planner that guides us through the year. Although each agenda is different, it would include three annual meetings where we would gather information from you on life changes or changing needs, take a look at your financial plan, provide a market update, and give a comprehensive investment review.
Discover how we can help you with your wealth management. Contact us for a detailed consultation.