Our objective is to help you clarify the purposes for your wealth, both near term and longer term. We then develop investment management strategies to help you achieve your aims. As no two people will have the same risk tolerance, time horizon and financial goals, our investment recommendations are unique to your financial situation. Here are a few scenarios to illustrate that one size does not fit all:
Client A is 30 years old and is starting a family. She wants to buy a house, pay off college debt and start saving for retirement.
Client B is 60 years old and wants to retire in two years. He wants to sell his current home, buy two smaller homes in separate states, and leave a legacy for his loved ones and charity.
Client C is 70 years old and is concerned about outliving her money. Income is a higher priority than “outperforming the market.”