Strategic Wealth Design
Before the Investment process can start your goals must be understood. It’s amazing to us that there are some investment websites that tell you to invest immediately on the very first page, without even truly knowing your goals, your needs, your vision!
Retirement investment must be handled differently than saving for a home, an education or even general wealth accumulation or transfer. It’s an intimate process we understand well!
We do not play games! We use time tested principals and combine traditional and alternative investments to meet our clients needs. We can think outside the box but still utilize conventional wisdom and processes to target and satisfy your objectives creating a conservative, moderate or aggressive portfolio based on your goals.
Having gone through bull & bear markets, successfully charting a course for our retired and soon to retire clients has set us apart from our peers. We understand and can implement the targeted need of mutual funds, ETFs, stocks, bonds, real estate, Separately Managed Accounts and other investment vehicles and strategies to meet your specific needs of wealth accumulation and preservation.
We do not have any proprietary mutual funds or ETFs as we see this as a potential conflict of interest. Rather, we search out what we believe is the best fit for your specific objectives using proven, time-tested internal processes that we have used for decades to meet our clients' needs.