"State of the Art" Planning
We use "state of the art" financial planning software programs to generate financial statements, projections and needs analysis. Click here to see a demonstration of our financial planning & wealth management system. Planning services include:
- Retirement Planning.
- Financial Planning.
- Tax Planning.
- Insurance Planning.
- College Fund Planning.
- Estate Planning.
Investments & Portfolio Management
Our firm builds and manages properly diversified, well researched, institutional quality investment portfolios for individual clients. We do not speculate, gamble or try to time markets. Instead, we use modern portfolio theory and a value based investment approach to deliver the highest return for our clients with the lowest amount of risk. Our style of investing eliminates emotional decision making and provides clients with peace of mind and a long term perspective. We are able to accommodate client’s individual needs, since we do not use a cookie cutter approach to investing.
We provide these services for a fee through our Investment Advisory firm, Surevest Capital Management. Our minimum account size for portfolio management is $ 250,000. Our "fee only" or fee based structure eliminates conflicts of interests by aligning our interests with our clients. Our investment services include:
- Growth / Wealth Accumulation Portfolios.
- Income / Retirement Portfolios.
- Separately Managed Accounts.
- Stocks, Bonds, Mutual Funds & ETF's.
- Commerical Real Estate & Alternative Investments.
- International & Emerging Market Investments.
- Concentrated Position Strategies.
- Tax Minimization Strategies.
- Limited Partnerships (public).
Service
It is an honor and a privilege to help you manage your money. We will go above and beyond to provide the level of service and expertise that you deserve when dealing with your life savings. Our brokerage accounts are held at TD Ameritrade. Our services include:
- 24/7 Online account access.
- Competitive money market rates.
- Quarterly performance reporting.
Securities offered through Crown Capital Securities, L.P. member FINRA and SIPC. Investment advisory services offered through Surevest Capital Management.
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| Quote of the day |
| " The best way to predict the future is to invent it.
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Albert Einstein
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| Our Mission Statement |
Our mission is to help clients avoid common financial mistakes that result in poor performance, unnecessary taxes and high fees. We always strive to deliver the highest investment returns for our clients with the lowest possible risk.
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