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Wealth Management 

Wealth Management 

You want your wealth to grow.   
So do we.

We work exclusively with high-net-worth clients to build personalized investment portfolios designed to perform. Our decades of investment experience and strategic partnerships have laid the groundwork for long-term success in investing. 

When it comes to developing sophisticated investment strategies, we are, at our core, analytically driven and research-focused. That's why we engage the research strength of SEI Private Trust and City National Rochdale to help us intelligently design custom portfolios that are built to bridge what is essential to our clients needs, want and wishes for their personal, family and charitable goals. 

We start with a Galaxy Analysis, a process which will evaluate all your investments for their suitability, economic value, and tax consequences. We’ll custom design your investment portfolios that support your needs, your timeline, and your propensity for risk. With a clear strategy, you’ll know where you’re headed and how you’re going to get there. We offer a commentary Galaxy Analysis for prospective clients as a test drive of our services. 

Wealth Management Services

  • A portfolio strategy tailored to your evolving needs, powered by research, a tax sensitive approach, and protected by 3 levels of active risk management.
  • Protect & diversify concentrated stock positions while managing taxes
  • Regular communication with us and your personal portfolio manager, making adjustments to ensure your portfolio performance over time and to your plan.
  • AccessMyPortfolio dashboard, advanced reporting and more
  • Investment allocation to your employer-provided retirement plan
  • Fee based accounts with a fiduciary responsibility to you
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