PRIVATE WEALTH MANAGEMENT FOR SELECT INDIVIDUALS

We provide private wealth management primarily for a select group of individuals who are retired or within five years of retirement. We have developed and refined a process to put pieces of the retirement puzzle together. We call it the P4 Retirement Process: Be PROACTIVE, PLAN, PURSUE, PROSPER. 

CREATING ACHIEVABLE GOALS

In order to meet your long-term financial objectives and achieve your ideal retirement life-style, constructing a retirement plan centered on a workable process that is monitored and adjusted as life unfolds is both comforting and essential. We take a client-partner approach that involves our clients in the retirement process. We think it is important you know where you stand. We understand that incorporating a long-term financial strategy can seem daunting and our goal is to provide you with the advice, support, and tools you need to make the right decisions every day.

TAKING A HOLISTIC APPROACH TO YOUR FINANCIAL PLANNING

All of our services begin the same way: by getting to know you, your family, and many aspects of your financial life and future life dreams. While developing a customized financial program, we will walk you through a step-by-step process that can give you added confidence in your decisions.

​

Once your goals have been established, we will develop personalized financial strategies that suit your individual vision, goals, values, and many other factors.