Personalized Wealth Management

A specialty portfolio designed with the goal of meeting your specific growth/capital appreciation/preservation needs. The portfolio may be comprised of stocks, bonds, mutual funds and ETF’s. All portfolios are optimally asset allocated, diversified, and professionally managed to help mitigate risk and maximize return based on your personal risk profile. We use our state-of-the-art technology and research resources to conduct thorough wealth management analysis including a complete investment assessment, breakdown of investment allocations, efficient frontier analysis, potential downside risk analysis that is based on forward-looking research, investment benchmarking reports based on an 11 point criteria, as well as a detailed investment return analysis, cashflow analysis and recommendations for forward progress planning.

Experience our customized planning processes that will help you plan for retirement and any other financial goal you may have. Our process will analyze current and future scenarios, prepare hypothetical illustrations to help you make quality informed decisions on how much money you need, how long you have to work, what returns you need based on your own personalized scenario, and more planning for your best future. We also provide access to a secure/encrypted online data  aggregation portal for viewing all of your financial information including investments and your financial plan so you can always track your progress to your goals.

Gain access to tools and our proprietary calculators that will allow you to input and track your financial goals including retirement planning, big goal planning, college planning and more to help you make quality, informed decisions.

We will manage the selections and options within your outside managed accounts including, but not limited to, company sponsored retirement plans, stock options, pensions, cash value life insurance policies and annuities.

We will consistently provide ongoing guidance and management of your entire wealth management process and provide coordination and oversight of your other professional advisors including attorneys, CPAs, insurance agents and other advisors, to help ensure that mistakes are not made and everyone is acting in your best interest.

We help you design a tax efficient, wealth management strategy. We then collaborate with a CPA to conduct tax optimization analyses, prepare taxes and help you make good sound decisions keeping an efficient tax strategy in mind.

A complete review and analysis of your financial life and legacy including estate planning strategies, tying up loose ends, and organizing all of the elements in your financial life for generations to come. We help you plan the strategy for your estate and then collaborate with an attorney who specializes in helping individuals protect assets for their loved ones.

Additional Options:

• Comprehensive Legacy Planning
  Process – Every 2 years
• Wills
• Health Care Power of Attorney
• Financial Power of Attorney
• Living Will
• Living Will
• Other

We assist you in coordinating with a professionally licensed insurance agent specializing in a range of insurance needs. We will work with insurance specialists to determine the proper amount of coverage for you.

Additional Options:

• Life Insurance
• Long-Term Care Insurance
• Health Insurance
• Medicare Supplement Insurance
• Disability insurance
• Other

When you want more than just a “financial advisor.” Our VIP Concierge Service acts as your personal financial assistant, managing and helping to streamline any and all of the financial complexity in your life and relieving you of everyday burdens ranging from basic financial housekeeping to high-level financial issues. Your service needs are prioritized first giving you the intense attentive support and guidance that you desire. We are available to you 24/7 to help coordinate all the details, manage your other advisors and make sure everything and everyone is working in your best interest. You will also gain access to exclusive entertainment. We will also work with you for on-going planning needs, manage for life’s transitions, and provide family financial services for other generations of family.

Educational materials and informational communications on timely life topics as well as robust market commentary and market return updates. All communications are delivered via email to you personally.

Our annual PK Financial event gives clients the opportunity to meet and connect with other like-minded individuals in entertaining, high quality venues and high-profile speakers, along with 5 star-level dinner and cocktails.

Consult with the executors of an estate to analyze and strategize on best practices and solutions for tax efficiency, business continuation, insurance and investments. 

Additional Options:

• Consulting on all assets & liabilities.
• Re-titling all accounts.
• Submission & follow-up on death claims.
• Consulting with legal counsel,
  accountants, insurance companies, and investment companies on behalf of the benefactors.
• Small business consulting including
  analyzing buy/sell agreements, & helping benefactors make good, timely decisions on how to handle business affairs.
• Analyzing group policies for employees and the claims process for benefactors.
• Helping benefactors uncover all assets.