Wealth Management & Tax Reduction Strategies

Maximize your financial gains potential while minimizing your tax burden.

Since the founding of our firm, we have adhered to three core principles that we believe help create a foundation for investing and tax reduction strategies.

 

  • Asset allocation provides the foundation to manage portfolio risk and return
  • No single money management firm can be all things to all people
  • Our most important role is to be your objective advocate

 

We utilize a wealth management platform offering sophisticated modeling tools and implementation capabilities.

 

Driven by the power of advanced technology, we follow a 5-step process to help maximize your portfolio's potential while minimizing risk:

  1. Advice and Planning
    By asking pertinent questions and reviewing your current financial situation in detail, we will work with you to clearly define your goals and expectations.

     

  2. Portfolio Modeling Analysis and Design
    We use sophisticated modeling tools to illustrate potential future implications or various hypothetical portfolio scenarios related to your situation and needs, then agree on a diversified asset allocation.

     

  3. Investment Policy Statement (IPS) Development
    This comprehensive document codifies the conclusion from your modeling analysis and sets forth your customized plan of action.

     

  4. Implementation, Manager Search and Selection
    The cornerstone of our investment philosophy is our belief in providing you with a broad network of premier institutional money management firms and mutual fund companies through an objective, due diligence process. We identify the top managers for each asset class and style through a screening process.

     

  5. Periodic Reviews, Due Diligence and Reporting*
    Our disciplined approach is an ongoing, dynamic process. As your needs and the market evolve, your wealth advisor will readdress your investment options and provide a portfolio summary that illustrates your investment holdings, asset allocation, transactions and performance. Viewing your complete financial picture regularly is an integral part of our process.

     

*Available through Lincoln Financial Advisors asset management programs.