Benefits of Our Family Firm

Personalized Service:

  • Security licensed personnel
  • Continuity of staff
  • Familiarity with clients and their portfolios
  • Real service from real people

Portfolio Management:

  • Risk tolerance analysis
  • Asset Allocation
  • Analysis of all stocks, bonds and mutual funds
  • Market trend analysis
  • Comprehensive monitoring of all assets (including life insurance and annuities)
  • Quality rebalancing
  • Systematic withdrawal programs
  • Analysis of bond holdings in relation to their tax implications
  • Harvesting gains and losses

Trust Management:

  • Estate tax elimination without affecting income
  • Creditor protection
  • Tax reporting
  • Administering Trust provisions
  • Documenting gifting procedures