Individual Wealth Management Services

Our individual wealth management clients benefit most from our flexible approach to achieving their unique financial goals. We’ll help you create a custom strategy to achieve your targeted retirement income based on your goals, needs, time horizon and resources.

We Offer:

• Individualized Risk Evaluation
• Retirement Goal Identification
• Diversified Portfolio Design
• Sustainable Income Strategies
• Charitable Giving Planning

Please see the website of our Wealth Management Company, Acclaro Wealth Management.

We offer fee-based consulting services through Acclaro Wealth Management, a Registered Investment Advisor, and our Custodian is TD Ameritrade, one of the leading independent Advisory Platforms in the US.  As an independent Registered Investment Advisor, we has no proprietary products, which means we are not affiliated with any bank, investment manager, mutual fund or insurance company. That gives us the freedom to recommend products that are solely in your best interest.

Our fee-based strategy offers the additional advantage of full transparency to you, with no hidden charges or fees. We discuss fees with you up front, and with a fee-based approach you avoid the hidden expenses that can really add up for accounts which are charged on a transactional basis.

Do your investments work as hard as you do?
We work with you to identify your goals and design a personalized, continuous, and disciplined process to get there.