A Customized Plan Deserves a Range of Services
Our Services
Our services cover all areas of wealth management, from investment and retirement planning to risk management estate planning strategies. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that aligns with their unique needs and helps them to pursue both short- and long-term goals.
Wealth Planning
We understand that you have a unique set of circumstances that shape your financial goals and needs. Our holistic approach to wealth planning leverages the knowledge and expertise of our experienced professionals to address all aspects of your financial situation. The financial planning process provides you with the opportunity to assess financial and non-financial assets, saving and investing practices, and the ability of these to help you pursue your stated long-term financial goals.
Mutual Funds and ETFs
We can take the legwork and guesswork out of the mutual fund and Exchange Traded Fund (ETF) selection process by providing the research and knowledge needed to navigate the thousands of choices available. Mutual funds and ETFs offer professional management, diversification, and convenience. Pershing, the custodian for all our client assets, offers over 250 fund families encompassing thousands of different mutual funds and ETFs.
Annuities
Through our affiliation with Savage’s insurance-licensed professionals, we can assist you in selecting fixed and variable annuities that are customized to your individual needs. We can discuss in detail the types and potential benefits of annuities and how they may fit into your portfolio. Our team has relationships with numerous quality insurance companies.
Insurance
We can provide you with a range of insurance services, including life insurance, long-term care insurance, and disability insurance. We represent some of the most reputable, trusted providers in the insurance industry, and we will work to determine the types and amount of coverage that are most appropriate for you and your family.
Asset Management
Using the financial planning capabilities available on our platform, we’ll analyze your particular investing behaviors, individual preferences, and the asset classes that align with your risk tolerance and customized investment plan. Our asset management affiliates employ a diverse range of active equity, fixed income, asset allocation, and alternative investment strategies.
Philanthropy
We can work closely with you to fulfill your philanthropic endeavors in a tax-efficient manner through charitable giving strategies, including endowments, private foundations, and donor-advised funds. While we do not provide legal or tax advice, we work in tandem with your CPA and estate attorney to bring light to complex issues that you may not have considered.
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Build a More Intentional Financial Strategy
Discover how a coordinated approach to wealth management can help bring greater clarity, confidence, and purpose to your financial life.
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