Innovative and Objective Solutions for Business Owners

 

Personalized Wealth Management

Customized Portfolio Design and Stewardship

 

 

CLARITY AND GUIDANCE TO ACHIEVE YOUR LIFE, BUSINESS, AND FINANCE GOALS

Products & Services

Asset Allocation Planning

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. Longer life spans have created a number of new issues that need to be taken into consideration when planning for retirement.

Individual Securities

Individuals have access to a variety of investment vehicles that can be used to help them meet their short and long-term goals.

Small Business Retirement Plans

The creation of the Simplified Employee Pension (SEP) and the Savings Incentive Match Plan for Employees (SIMPLE) affords smaller businesses with a way to offer their employees a retirement plan.

Executive Compensation for Business Owners

When key executives are presented with a strong monetary incentive package, they are more likely to stay and utilize their talents where they feel appreciated and appropriately rewarded.  Structured incentive plans can help keep key executives in place and motivate them to higher levels of performance. 

Planning for Business Owners

Growing a business is a difficult undertaking today as business owners must confront a myriad of tax laws and regulations while trying to effectively create products or services, manage their employees, develop and cultivate clients, and do so profitably.

Our latest updates

Are Annuities Safer than Mutual Funds?

by Michael Colletti on May 9, 2018

The short answer is yes, in a number of ways. However, rather than just take it at face value, a closer examination of the two different types of investments will reveal how they differ in the amount of safety investors should expect from each. 

For the average investor, mutual funds are an exceptional investment vehicle, as much for their potential to generate solid market returns as for the access to the markets.  They provide diversification and professional management which goes a long way to mitigate the risk that would otherwise be too great for the average investor to assume.  With the wide variety of mutual funds from which to choose, investors can create a complete portfolio that is balanced and diversified to their specific risk tolerance and investment preferences. 

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An Estate Planning Primer for Business Owners

by Michael Colletti on Nov 29, 2017

As if business owners didn’t have enough to contend in managing their business and personal finances, there is one particular aspect of their financial lives that is often neglected until it’s too late, and that is the management of their estate.

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