Each year we prepare your federal and state tax returns, looking for tax savings strategies to benefit you in the following year. We then use the tax return data to update your financial plan annually. Our knowledge of your tax situation allows us to manage your portfolio in the most tax efficient manner.
We provide detailed investment performance reporting semi-annually. We also do all of the administrative work necessary to consolidate your accounts, to make it easier for you to manage your wealth. We offer this service as a percentage of the assets we manage for you, or on a fixed-quarterly retainer basis.
Client Account Access
We provide convenient, secure account access. You can review your portfolio online and have 24/7 access to all of your important financial information and documents.
- Access your financial information using military-grade encryption
- Send and receive documents using our secure document vault
- Access your financial information and documents from your mobile device, including an iPad
- We will always keep you informed; our primary goal is to help you reach your goals