Wealth Management is more than just investment advice as it can encompass various facets of a client’s financial life. Our comprehensive Wealth Management Services can combine investment management, financial planning advice and tax services (individual clients) for a single advisory fee. Clients can generally expect to receive:

  • Advisory services designed to provide you with customized advice from a Fee-Only Certified Financial Planner™ professional, so you can be sure your financial needs will be addressed by an expert;
  • Evaluation of your current investment situation and development of a mutually agreed investment plan or strategy;
  • Assistance throughout the selection and implementation process;
  • Client assets are maintained in the client’s name. We do not maintain custody of securities. All transaction confirmations, regular statements and brokerage communications are sent directly to our clients (with copies sent to our office);
  • Ongoing personal attention and management of your investment portfolio, consistent with your stated financial constraints, objectives, time horizon, risk tolerance and the prevailing economic conditions;
  • Integrated Tax Planning and Preparation Services – Individual clients’ annual Personal 1040 Federal income tax return and State income tax return;
  • George Papadopoulos, CPA/PFS, CFP® remains available to your throughout the engagement for consultations pertaining to your portfolio, changes in your financial situation and issues related to financial planning.