a wealth of investment products.

 a wealth of investment products.

Asset Classes:

Equity Investments

  • Common Stocks
  • Preferred Stocks

Fixed Income

  • Treasury Bonds
  • Corporate Bonds
  • Convertible Bonds

Derivatives

  • Structured Products
  • Options

Alternative Investments

  • Cryptocurrency
  • Private Equity
  • Private Credit
  • Real Estate

services we provide.

 services we provide.

  • Portfolio management of IRA, Roth, individual, joint, trust, custodial, and charitable accounts.
  • Advisory services for employer-sponsored retirement plans like 401(k), 403(b), SIMPLE IRA and more
  • In Person reviews on demand
  • Co-ordination with CPA for meetings, tax planning, etc
  • Multi-generational planning and relationship linking
  • Custom tailored investment management
  • Quarterly Portfolio Analysis
  • RMD Planning
  • Beneficiary Reviews
  • Outside Account Review
  • Performance Reporting
  • Account Aggregation
  • Retirement Planning
  • Capital Gain Planning including loss harvesting
  • Risk assessment and monitoring
  • Mobile app access

About Charles Schwab

Charles Schwab is one of the largest custodians in the US with over $7 trillion in assets. We are pleased to offer their superior customer service and tools to our clients.

Accounts held at Charles Schwab come with $500,000 of SIPC account protection if Schwab were to experience stress and be unable to meet its obligations. This functions similar to FDIC insurance at a bank.