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Our Services
How We Help
We dedicated our firm to providing individual investors with everything from robust portfolio performance to helping with the many areas of personal finance.
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Our services include advising, management, and planning.
Equity Advising
There are a variety of situations in which an individual may find themselves in need of equity advising.
Savings Advising
Saving is a very powerful tool for accomplishing your financial goals.
Real Estate Advising
Everyone needs a place to live. For many, the path that eventually leads to their home is difficult to determine.
Ongoing Advice
Wealth management requires an understanding of the nature of change; regardless of how good a plan is, there is always the possibility for change. We visit our doctors every year for the same reason.
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So, to stay on top of all changes and adjust accordingly we keep an open line of communication with our clients. We are always happy to do a call and we like to meet on a semi-annual basis (even if nothing has changed).
We look forward to helping you.
Portfolio Management
We provide a proprietary investment portfolio management strategy designed to result in convex return performance.
Wealth Management
Wealth management is a financial goal that has a long time horizon, potentially a perpetual time horizon.
Financial Planning
Financial planning is not a simple task. It's a lot to calculate which can be difficult to take on by yourself.
Retirement Planning
Retirement planning, a type of financial planning, is also highly complex and requires considering many variables.
Equity, Expense, Etc.
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Equity Portfolio Analysis (Evaluation & Integration*)
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Expense Analysis​
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Insurance Analysis
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Educational Planning
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Emergency Planning
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Long-term Planning
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Short-term Planning​
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​*Integration is determined on a case-by-case basis
Additional Management Services
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Cash Equivalents Management​
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Tax-Loss Harvesting
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Trust Management
Explore Our Strategy Benefits
Investors should conduct their own analysis prior to making any investment decisions. Diversification does not eliminate the risk of experiencing investment loss. Past performance is not a guarantee of future results. Investment process is subject to change.​ Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in a loss. ​​Investors should conduct their own analysis prior to making any investment decisions.