We offer ongoing investment management for our clients.  If you need short-term, hourly-based financial planning services, we can refer you to a certified planner who can assist you with that.  However, we find that for our clients (with minimum accounts of $500,000), the ongoing investment management model is preferred.

Some clients prefer to have us take a more active role in their wealth management as well.  This can include stock option monitoring; updating financial plans and net worth statements;  and reviewing insurance beneficiaries and estate plans.  You can read more about these enhanced services here.