Our financial services practice is founded upon the principle that financial advice should be provided in the client’s best interests according to their values and unique goals. The cornerstone of our relationship is founded upon the completion of a comprehensive investment plan that reflects these goals and values, and which provides a roadmap for determining investment strategy and allocation. Our mission is to provide our clients with a simplified process and periodic reviews, working with them to help them reach their goals.

We have a fee-based approach to financial management, so we are focused on finding solutions rather than selling products.  As such, we sit on the same side of the table with our clients.  By managing wealth based on fees assessed as a small percentage of assets rather than commissions, our compensation is directly linked to the performance of client accounts.*

 Our Wealth Management Practice

Wealth management is a holistic approach to helping our clients meet financial obligations and reach financial goals.  Successful investors, professionals and business owners understand that they don't have the time or expertise to adequately plan and prepare for life's most important financial transitions.  They may also not be aware of the unique challenges of funding retirement or understand the complex ways to help minimize taxation** during transfer of their wealth to loved ones. Our customized plans integrate the management of both assets and liabilities.  

We provide the guidance necessary to help our clients face each financial challenge and transition in their personal and professional life.  We also work closely with their accountants and estate attorneys in order to integrate professional services on all financial matters, since Wachovia Securities is not a tax or legal advisor.  Our wealth management strategies remain fluid and flexible, and every year we adjust and reposition their plan to work toward their evolving goals.