Comprehensive Wealth Management
Tailored for you!

No fluff. Just straight talk. We are uniquely qualified to advise you on a complete financial strategy, and not just your stocks and bonds. We can advise you on your Real Estate holdings, Insurace coverage, and traditional and non traditional investments.

How we work

We work with you to come up with Strategies - not solutions
First meeting
  • During our first meeting, we will spend time:
  • Getting to know you and you us.
  • We will discuss our background and qualifications.
  • Discuss how we get paid and what services we offer.
  • Decide if we would like to move on to the next step.
  • We would like to get to know more about you and your current financial life.
  • We do this by asking a lot of questions
  • Lots of financial and personal questions.
  • The more you can tell us, the better we can advise you.
  • We look at your over-all financial picture and not just your "market" investments.
  • We take a snapshot all of your finances for analysis.
  • Set a time for our next meeting.
  • Then, after our meeting, we analyse your current investments and come up a tailored strategy, a game plan if you will, to help you achieve your goals.
  • We present the results of analysis and the strategies you can implement to help you reach your objectives.
  • We listen to your feedback and adjust the action plan if needed.
  • and
  • We understand you need to think about it!
  • Then
  • We set a time to meet again and to implement your plan.
  • This is when we implement all or part of your plan.
  • And based on the strategies we present you:
  • We will discuss how we get paid and if there are any conflicts of interest in your action plan.

Keys to our success

Implement - Review - Re Balance - Be Tax Effciant

So, what is the secret of a successful financial strategy? First of all, it is its selecting the right asset allocation – based on your risk tolerance and time horizon - then we will review your investments at least one a year to make sure you're on target. We re-balance your investment, and perform tax advantaged harvesting when needed.

Give us a call. Or Drop us a line

Please call 408-772-5092 - Or use the form below to setup a time to discuss your financial objectives.