Long-Term Asset Management Services
Clients who use our asset management services no longer pay hourly fees for financial planning services. Rather, we are on call 24/7 in a retainer relationship. For these clients, we become their “family office.” In addition to financial planning services available to hourly clients, we offer state of the art asset management, including customized portfolios benchmarked to their goals, with quarterly update meetings to make sure we are on track to meet those goals. We also extend our consultation services to the children and parents of our asset management clients at no additional cost.