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Our wealth management services have been designed
to offer the most objective, independent, comprehensive, and results-driven services available to affluent individuals and
families.
Our comprehensive Wealth Management services include:
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- Investment management
- Financial administration
- Financial reporting
- Estate
protection and planning
- Wealth transfer
- Income tax planning and reporting
- Charitable giving
- Risk
Management
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Our fees for Comprehensive Wealth Management
Services range from 1/2% - 1 % of assets.
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We also offer Investment Management Services a la
carte, for clients who want independent, objective, results-driven strategies for investment management, including:
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- Customized Investment Policy Statements
- Individualized Asset Allocations
- Development,
implementation and monitoring of investment strategies
- Low cost, tax efficient models designed to deliver maximum
returns, with minimum volatility, consistent with each individual clients' stated objectives
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