facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog external search brokercheck brokercheck

Personalized Investment Management

Maximize Your Strategy

Investing is an important part of any long-term financial plan. Our focus is not on timing the movements of the market, but rather crafting long-term plans to meet your goals. We rely on a due diligence process to regularly monitor investments and make changes when necessary.

Together, we'll identify your comfort level regarding risk, time horizon, income needs and goals. We'll then develop a personalized portfolio consisting of tax-efficient and low-cost investments.

A proactive, disciplined investment process is imperative to ensuring you capture market returns over the course of your lifetime.


Focus on what you can control

How tax efficient is your current investment portfolio?

A Taxficient Score measures the tax efficiency of an investment portfolio, on a scale from 0 to 100. A score of 100 means giving up as little as possible in taxes on investment returns, leading to a higher balance over time.

Hypothetical Taxficient Score*

See a sample report here*

*The Taxficient Score provided above is for informational purposes only and should not be considered as investment advice. Illustrated above is a sample portfolio with a typical 60/40 split with 60% in active equities and 40% in taxable bonds, allocated among $600,000 in a taxable account, $400,000 in a tax-deferred account and $100,000 in a tax-free account. The tax rates used in evaluating the portfolio above were 30% ordinary income and 20% long-term capital gains. This is a hypothetical scenario and actual results will vary.

How tax efficient is your current investment portfolio?

Schedule a complimentary consultation today to find out.

Find out your Taxficient Score