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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