Strategies for Wealth Accumulation,
As independent financial advisors, we are uniquely positioned to work solely in our clients' best interests. Establishing and safeguarding the financial well-being of our clients is our number one objective.
Our value and uniqueness is best demonstrated by an analogy to a financial planning puzzle that has many pieces. Those pieces can include investment management, insurance and risk management, retirement planning, business ownership and succession, estate and legacy planning, tax reduction strategies and personal family needs to name a few. Addressing one without considering the impact on another can leave the assembly of the puzzle incomplete. The financial planning process is fluid and dynamic and we adjust accordingly. Our role is to put all of those pieces together, essentially serving as your Family Chief Financial Officer (CFO) working with you and other professionals, including your accountant, attorney, real estate professional, or any relevant family members to ensure that all bases are covered.
Our success is directly aligned with our clients' success. Many of our client relationships span generations and we never take that for granted. We believe in genuine, open partnerships with our clients working closely with each one addressing concerns and long term goals We invite you to learn more about our firm and to contact us if you have any questions.
WEALTH MANAGEMENT ACCOUNT ACCESS
eMoney Client Portal - access your personal wealth management website and document vault.
Omnisource Performance Reporting - access your aggregate account performance reports.
Please contact Donna Santoro at ext. 19 if you would like assistance logging into your account.