We offer Independent Financial Services to our family of clients based on their specific situation. Whether it’s to grow, protect, distribute or transfer assets, we strive to provide a first class experience for our clients while meeting their goals.
It is our mission to fully understand our clients so that we may make recommendations to suit their needs and continuously monitor their portfolios and adjust in any manner based on each individual client’s needs. We recognize the professionalism, trust, integrity, and qualifications our clients demand of us, and make our clients the priority within our independent financial practice.
By first taking the time to understand our clients’ unique situations and goals, we help create specific strategies to accumulate assets and protect the wealth of our clients. We also develop strategies that are designed to help our clients begin distributing income from their investments while planning for the legacy they wish to leave behind. Our comprehensive wealth management strives to mitigate risk, remain diversified, be tax-efficient, and achieve each individual client’s goals.
- Adam M. Levy, CRPC obtained the Chartered Retirement Planning Counselor designation through the College for Financial Planning in 2008.
- Investment solutions for growth, protection, income distribution and legacy planning. Customizable portfolios consisting of stocks, bonds, unit investment trusts, ETF’s, mutual funds, separate account institutional managers, annuities, long term care insurance, lines of credit.
- Services include fee based or brokerage management, 401k rollovers, Roth IRA conversions, Estate account management, SEP IRA and 401k management for self-employed and business owner clients, and 529 college education plans.