It’s time to make a choice.
Plan for your future.
Investment management by a
CFA charterholder
Investment management services by a CFA® charterholder that take a portfolio view and adhere to your preferred investment approach, from discretionary to non-discretionary. The target portfolio can also be optimized for tax-savings strategies when combined with knowledge of the financing approach for retirement.
Financial planning by a CFP
(Certified Financial Planner)
We take a holistic view of your current financial situation, expected cash flows, current coverage levels, and other areas and use the latest technology to run scenarios that assess the probability of achieving your financial goals and funding your retirement. Additionally, alternative plans and strategies are proposed that would likely increase the probability of a favorable outcome.
Tax planning by a CPA
(Certified Public Accountant)
Investment management and goal-based planning can beneficially be paired with long-term tax planning. Making sure that investments are allocated optimally between various types of taxable, tax deferred, and tax exempt accounts to achieve the maximum after-tax amounts can provide substantial benefits to long term cash flow available for living expenses and other life goals. To achieve these tax advantages, planning needs to start in the present for benefits that are delivered often years or decades afterward.
Our Expertise Brings Confidence to Your Investment Planning
See your financial goals all the way to completion. If you have questions about where you’re going and how you’ll get there, even if you feel off track, let’s get in touch. Lee has been working in finance and economics for nearly 20 years and has worked on business deals in the tens of millions to billions of dollars. He holds an MBA from Columbia University with concentrations in finance and accounting, is a CFA charterholder, is a Certified Financial Planner, and is a licensed CPA.
Ethical expertise, tailored to YOU!
Principles placing the client first are core to all we do in our work. A high level of expertise and competence is a natural outgrowth of ensuring our clients are well served and well advised. A cookie cutter approach is avoided, and the unique time horizons, intermediate goals, lifestyles, and convictions of each client and family are the essential ingredients in our services.
Request an
Initial Consultation
Reach out to discuss setting up an initial consultation by phone or filling out the form to the right.