Investment Management

Different investors have different needs. Based on your personal circumstances and objectives, we construct an investment management plan that is aligned with your current financial position and balances opportunity and risk to help you reach your goals. We identify the most appropriate investment vehicles based on your stage in life, and leverage the most efficient strategies to protect investments over the long term. Investment options may include:

  • 401(k)/403(b)
  • bonds
  • brokerage accounts
  • educational funding programs
  • IRA/Roth IRA
  • profit sharing/deferred compensation
  • retirement accounts
  • SEP IRA/Simple IRA
  • traditional & alternative mutual funds

I believe in a mindful approach to life. I practice yoga. I meditate. And I try to make choices th...