Wealth Management

Asset Management

In our simple example of a client who has an old 401k from a prior employer, the basic process would be our staff opening an Individual IRA account for them and facilitating the transfer of the assets to the new account. After a meeting with the client to learn what we need to know to properly act in their best interest, we typically invest the funds in one of our 5 proprietary models. For this type of service, we are compensated with a percentage of the value of the assets we manage, paid monthly. This means the faster your money grows the faster our revenues grow. Our pay is tied directly to your investments’ performance.

What does this mean for you? It means we are incentivized, both from a professional and personal place — to maximize your money’s growth — and safe accumulation.

Would you like to learn more about how we use our proprietary and unique approach to Financial Planning to achieve results for our clients?


Asset management