Do you find yourself narrowly focused on the here and now, with your eye on individual investments, daily market movements or the latest fund ratings – even as you wonder how your portfolio is performing? Perhaps year after year you channeled savings, bonuses, and inherited wealth into varied investments until you now realize you have a tangled web of investments that is long on administrative headaches and short on financial purpose.
We work with our clients to implement a goals-oriented approach to managing and simplifying their wealth. With this approach, you can evaluate your financial progress on a continuing basis compared to what’s most important to you – achieving your personal financial goals.
To do this, first we listen carefully to the priorities in your lives, and then together we agree on a strategy to arrange your portfolios and your affairs to support your lifestyle and legacy goals. After we implement the strategy, we regularly monitor and report to you on your progress, allowing you to measure your success at every step of the way.Read more →