Individual Wealth Management Services

Wealthport Accounts: Offer fee-based discretionary selection and monitoring of your investment portfolio, including but not limited to:

  • Active and passive exchange traded funds

  • Institutional class mutual funds

  • Index funds

  • Closed-end funds

  • Individual stock & bond holdings

  • Covered call / put option strategies

 

 

​Private Investment Opportunities: We conduct extensive due diligence relating to private placement investments for those meeting SEC Regulation D (Accredited Investor Status) and present only what we feel to be the best opportunities.

 

 

Guaranteed Investments: We offer an array of options for those investors seeking conservative investments with guaranteed principal and / or income. Including but not limited to:

  • Fixed annuities

  • CD type annuities

  • Guaranteed income contracts

  • Variable annuities

  • Fixed index annuities

  • Guaranteed bonds

  • Brokerage CDs

Individual Financial Planning

The combination of advanced planning software and real world planning experience gives you secure access to view and monitor your entire financial scenario in one place, where we can answer questions and model "what if" scenarios anytime via screen sharing or an in-person meeting. We utilize a three meeting process that has been refined over the past two decades, to prepare all written financial planning engagements according to the fiduciary standards of the Certified Financial Planner Board. You can learn more about the CFP® certification and board standards here.

We offer:

  • Retirement income planning

  • Estate planning

  • Trust planning

  • Tax planning

  • Charitable planning

  • Sudden wealth planning

  • Divorce planning

  • Career transition planning

  • Risk management

  • Business succession planning