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Wealth Management

"The secret of getting ahead is getting started. The secret to getting started is breaking your complex overwhleming tasks into small manageable tasks and then starting the first one."     ~Mark Twain

What is Wealth Management?

What is Wealth Management?

Do you have a feeling of uncertainty in this current market? Do you know what you current investment strategy is, or have your circumstances changed and you're left wondering what comes next?

Our team is here to help.

Using our proven process, we take the time to discuss your overall financial picture, understand what your long term goals are, and break those goals down in to easy to implement practices that you can follow. Throughout our time together we will consistently revisit this plan to account for any changes and to ensure that you know exactly where you are going.

Our main focus is understanding you and your family. We know that no two situations are created equal. To make sure that you are successful at meeting your goals, we take a holistic approach, using our financial planning tools with no allegiances to a specific product, investment type, manager, or fund. This independence allows us to create customized solutions that are aligned with your unique goals. 

Asset Allocation

Asset Allocation

After learning about your goals, our first step is to determine the correct allocation of your investable assets. This process of overall portfolio diversification has been proven over decades to be the most effective method of controlling risk. Asset allocation does not guarantee a profit or protection against loss, rather, this concept gives us a means of measuring the holdings within your accounts to ensure that we are meeting your risk tolerance and are better able to project your future growth to meet your ultimate goal.

Another benefit of working with an independent advisor is the wide array of investment vehicles that we can provide. We are able to service virtually all types of accounts including investment advisory and managed accounts, individual brokerages, life contingency products, fixed income, alternative investments, and many more. Having access to different platforms is paramount to our ability to customize a strategy for you and your family.

Ready to get started?

Pick a time to meet with an advisor: Schedule a call with Craig Bastuba

Pick a time to meet with an advisor: Schedule a call with Greg Spinazze

Fill out our New Client Questionnaire