investment management
What makes us different from other wealth management companies?
Our fee based service leverages an extensive consultative process that focuses on understanding and addressing your needs. We have a fiduciary duty as we build and monitor your investment accounts. Please consider taking advantage of this high-level approach to building an investment portfolio designed to help you work toward your goal.
An overview of our investment services features...
LPL Financial is the largest independent broker/dealer in the United States. This allows us the freedom to act in your best interest.
While many wealth management companies can charge up to 3% of your account balance, our average management fees are typically 1% or less. We can offer this because of our proprietary software.
Working with your accountant we help our clients determine their RMD’s each year. Often we can direct these straight to a charity for tax advantaged gifting.
Unlike most other investment firms, we have the capability to tax harvest at any point during the year. This helps minimize the imact of taxes on the overall returns.
We are associated with GPS Wealth Strategies Group located in Denver Colorado. Collectively we manage more than 1 billion in assets under management.
As a fiduciary, we seek only those products that have a long term history of excellent performance. We have developed our strategy over 40 years of experience.
Using Account View you will have continual access to view your investments, returns, allocations and transactions anytime during the day or night.
As we manage money we often encourage our clients to split their investments into buckets. This helps us manage their money easily and it helps reduce the stress we all feel when the markets trend lower.
The benefits you will experience
You will finally feel in control of your investments. We take the time to explain how and why we invest the way we do. This approach has provided a lot of comfort to our clients…especially when market volatility increases.
Request an appointment
In 15 minutes we can get to know you – your situation, goals and needs – and help you pursue your dreams.
