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Wealth Through Holistic Financial Planning

Choosing the right advisor is one of the most important decisions you can make in achieving success through life’s transitions. We help affluent clients to achieve their financial goals and dreams by not only providing a tailored holistic financial plan that is customized to individual needs, but help to implement, monitor, and adapt that plan to changing market forces as well as life events. Whether you are looking to retire, pass on your legacy, plan for the succession of your business, or handling the separation or loss of a spouse, we are dedicated to help bring your entire financial household in order.

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Original Content

We create financial strategies tailored to your goals.

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What is Wealth Management?

Wealth management is more than just investment advice.

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How You Get There

We believe values matter, and we live by ours every day.

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What We Do as Your Financial Advisor

Set investment performance objectives and meet to discuss progress
Implement strategies to help manage investments and downside risk
Disclose fees in an open conversation
Create a financial plan and keep it current
Cash flow analysis to help you meet your income needs
Social Security analysis to determine the right time to begin benefits
Risk management to protect your loss of income, liability and property

For a COMPLIMENTARY Financial Review, please click here to contact Michael and Peter.

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