Services |
"Although my clients are generally affluent and often financially sophisticated, I always make sure we cover the basics and that they understand everything proposed and have all their questions answered before moving forward." |
Services |
"Although my clients are generally affluent and often financially sophisticated, I always make sure we cover the basics and that they understand everything proposed and have all their questions answered before moving forward." |
Asset optimization for true wealth, what makes us different?
Most financial professionals concentrate only on the client's financial assets. We integrate the client's human, intellectual and social assets along with traditional financial planning techniques for optimizing financial assets to maximize the true wealth of the entire family. True Wealth defined.
We do not engage in traditional stock brokerage. We offer sound investment advice based on traditional principals of financial planning but delivered with cutting-edge technology. Our managed accounts, also known as separate accounts, employ multiple world-class specialist portfolio managers. Client funds and securities are held in custody in the client's name at a major bank or trust company approved by the client. Most clients prefer to eliminate all transaction fees, custody fees and reporting fees by retaining us on an annual flat fee basis. Mutual Fund minimum is $250,000, Separate account minimum is $1 million. All accounts are custom designed in consideration of the client's risk tolerance, time horizon and investment objectives.
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Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth and its representatives do not provide tax or legal advice. The information being provided is strictly as a courtesy and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. This communication is strictly intended for individuals residing in the states of DC, FL, GA,LA, MA, MI, NC, OH, VT, VA. No offers may be made or accepted from any resident outside the specific state(s) referenced. Check the background of this financial professional on FINRA's Brokercheck |
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