We. Build. Relationships.

We believe strong relationships are the foundation to wealth management. Understanding our client's needs, goals and desires is our number one priority. Together we examine your retirement readiness and build a customized portfolio to help guide you to, and through, retirement.

 

 
 

Private Wealth Investment Management

We help our clients pursue their wealth management goals through careful advice, investment management and access to the capabilities and network of Ladenburg Thalmann, Pershing, LLC, a subsidiary of Bank of New York Mellon corporation, Charles Schwab Corporation and KMS Financial Services, Inc.

Working closely with high-net-worth individuals, families and select foundations, our goal is to develop wealth and investment management strategies. Our next objective is to identify investment opportunities to help our clients reach their goals. We compliment these services with robust execution capabilities and attentive client service.

 

Financial Planning

A financial plan is a comprehensive evaluation of an investor's current and future financial state by using currently known variables to predict future cash flows, asset values and withdrawal plans. We use current net worth, tax liabilities, asset allocation, and future retirement and estate plans in developing optional financial plans. These metrics are used along with estimates of asset growth to determine if a person's financial goals can be met in the future, or what steps need to be taken to ensure that they are.

 

Albridge Reporting Solutions

Accurate performance reporting is an integral part of our private wealth business. The Albridge Reporting Solution provides you access to a comprehensive performance reporting package that covers performance, asset allocation, holdings analysis, benchmarking and more.

 

Custodial Platform Options

Individual client assets are custodied at your choice of either Charles Schwab Corporation, or Pershing, LLC, a subsidiary of the Bank of New York Mellon corporation (through KMS Financial Sevices, Inc.)