Fee Based Wealth Management

We work with some of the top money management firms which benefits you by offering low expense ratios, tax efficiency, diversification and risk control.  

• Fiduciary and goals based asset allocation and portfolio that reflects your current situation, future goals and risk tolerance
• Implement your preferred asset allocation and risk tolerance plan with professional money managers
• Review of risk management strategies that may allow moderate growth with downside protection
• Ongoing review of managers, allocations and rebalancing regularly
• Cost basis reviews to minimize or avoid adverse tax consequences
• Meetings to educate and assist in making the best decisions for you and your family