Our Services

We have a range of services for Clients of all types and sizes. We continue to strive to better your portfolio.

Portfolio Management & Investments

  • Investment portfolio review & recommendations
  • Asset allocation & diversification
  • Concentrated wealth strategies
  • Restricted stock
  • Employee stock purchase plans
  • Stock options

Financial Planning

  • Retirement analysis and planning
  • Cash flow projections
  • Social Security planning
  • 401K and IRA distribution strategies
  • Pension payout options
  • Business succession

Behavioral Finance and Financial Psychology

  • Financial Health Assessments: Understanding your financial behaviors
  • Money Scripts: Understanding your financial beliefs
  • You vision and values of the future = your goals
  • Financial Life Planning

Trust and Estate Planning

  • Analysis and review of estate and tax implications
  • Coordination with estate attorneys and tax accountants on trust and estate strategies
  • Consultation on and implementation of gifting

Spending Analysis

  • Review of budgets and spending
  • Debt management

Risk Management and Asset Protection

  • Insurance analysis and planning
  • Review of Employee benefits

Tax Coordination

  • Coordination with attorneys and accountants
  • Retirement plan optimization
  • Retirement account distribution strategies

Charitable Planning

  • Coordination with philanthropic goals
  • Coordination with Estate Plan
  • Donor Advised Funds

Monitoring your Financial Transformation

Your Mental Wealth Advisors Online Portal

  • 24/7 Access to your financial plan and investments
  • Aggregate view of all of your investments, insurance and property
  • Document Storage
  • Quarterly performance reporting
  • Regularly scheduled in person and phone meetings to review and update your plan