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Personalized Client Service

  • Investment Education
  • In-Person Reviews
  • Your Financial Resource

Ongoing Communications

  • Periodic Performance Reporting
  • Quarterly Performance Reports
  • Monthly Statement of Holdings

Monitoring * Reviewing * Rebalancing

  • Ongoing Monitoring of Accounts
  • Review for Tax-Harvesting Opportunities
  • Rebalancing - Reallocation Considerations
  • Ongoing Tax Management