Services
Wealth Management for Maryland, Connecticut, & Beyond
We work with individuals and businesses across the East Coast and greater United States on their biggest financial challenges. Each of our investment representatives has extensive personal and professional experience in the areas of financial planning, investment management, and tax-advantaged investing. We hold various professional designations and are licensed to sell a variety of investment and insurance products.
Comprehensive Financial Planning
We start by helping you identify your goals and evaluate where you are relative to those goals. We evaluate your options and recommend strategies to help you get where you want to be. We don’t stop there. We will help you implement the recommendations.
Then, we continually monitor your financial situation to ensure you remain on track to achieve your financial dreams. Your goals remain the centerpiece of our recommendations and strategies.
Investment Management
The most important step in managing your investments is not the specific investment vehicle, but that the investments selected meet your goals, such as college savings, retirement, or setting money aside for a rainy day.
Once we have gathered that information, we will go to work to put together a plan to meet those objectives while considering your time horizon for each objective and your overall risk tolerance. Every six months, we will make sure we are on track and that you are 100% comfortable with every aspect of the plan.
Retirement Strategy
Retirement planning is an ongoing process that starts with listening to your goals for the future and reviewing your financial data, including savings, retirement plans, Social Security, and expected spending in retirement.
Based on your desires and our review of the data, we create an interactive plan to map your retirement future. This interactive plan lets us make changes on the fly, like including a longer time horizon, increasing personal savings, or choosing to delay Social Security benefits. We can show you the plan with each different set of variables and find the right mix that works for your future.
Insurance & Annuity Products
We all feel invincible and that we will always be here to take care of our families. We must, however, plan for every outcome. We can create a plan to make sure your family is taken care of financially in the unlikely event you are not here to take care of them yourself.
Whether your concern is having insurance to cover your family through the years of college expenses or you want to set money aside to pass directly through to your heirs and avoid probate, we can help you every step of the way. We can even coordinate your plan creation with a qualified attorney or accountant.