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Wealth Accumulation

Wealth Accumulation addresses your asset growth potential. After you have protected yourself and your loved ones, you can then focus on saving strategically through investments.

Systematically saving over a period of time using a thoughtful investment strategy can really pay off in the long run. Even a $50 monthly investment over time can yield significant savings to help you toward your goals.

Always remember: pay yourself first. Imagine savings as a line item in your budget, just like paying your mortgage.

Our investment philosophy is built on the following principles:

  • ➢ Having clear and realistic expectations
  • ➢ Matching your personal values with appropriate investment options
  • ➢ Finding tax efficiencies while minimizing expenses
  • ➢ Strategic diversification
  • ➢ Crafting your portfolio based on a three‐bucket strategy that incorporates short‐, mid‐ ,and long‐term goals

For Small Businesses:

For Individuals and Families:

  • ➢ Individual Retirement Accounts (IRA, ROTH IRA)
  • ➢ Retirement Account Services (Rollovers from Previous Employers)
  • ➢ College Education Savings Accounts (529 Plans)
  • ➢ Non‐qualified Accounts (Mutual Funds, Exchange Traded Funds, Stocks, Annuities)
  • ➢ Impact and Socially Responsible Investments