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