Accumulating Wealth

Investment planning is all about making decisions to accumulate wealth while maintaining financial safety, liquidity, and high yield. I will first identify your goals and the level of risk you are comfortable with. Then I’ll suggest a few different planning options for you to choose from.

Aligning Investments with Your Risk Profile

I will go through a series of questions with you to better understand your risk tolerance. This tool is used to create your investment policy statement (IPS) and will be used as a guidepost as we look to optimize your portfolio.

Tax Harvesting / Portfolio Optimization

As interest rates rise, you have an opportunity to minimize your tax liability by selling part of your portfolio that is running at a loss. Is this the best option for you? What factors should you consider before doing it? We will talk through various scenarios to help you make the best decision for your portfolio.

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