Broker Check

Virtual Family Office

Keeping you on track to achieve your objectives

We look at you as the CEO of your personal financial business, regardless of its size. Our role in your organization is to know your objectives and keep you on track to achieve them. We are with you each step of the way making adjustments to your Wealth Management Plan and tracking your progress.

Concierge Services include:

  • A one-stop, easy to access central location of services designed to put your financial house in order and keep it that way.
  • Professional advice that is consistent with your goals when you need to make big financial decisions.
  • Periodic Estate Plan Review to make sure everything is up to date and incorporates changes in your family, applicable laws, your charitable intentions and your objectives.
  • Quarterly Investment Updates to keep you current on ALL of your accounts.
  • Annual Investment Plan Review to address rebalancing and potential tax loss harvesting and to ensure your investment plan continues to be consistent with your objectives.
  • Annual Retirement Income and Cash Flow Review to make sure you are on track and make needed adjustments.
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