In the wake of hurricanes Harvey and Irma, two of the worst storms to make landfall in the U.S., the fate of thousands of homeowners is still up in the air. So, it may seem a bit trivial to point out that the storms also destroyed thousands of luxury and classic cars. While the dollar amount of damages pales in comparison to the loss of homes, estimates put the total at somewhere between $100 million and $300 million for luxury and classic car damages alone, which is not a trivial amount....
There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.
We utilize a tax efficient investment management process designed to maximize each client’s returns while minimizing risk. Our investment management services are unique, 100% transparent and fee only. Each client allocation is highly customized based on your return objectives, risk adversity and tax status of each account.
We believe a sound financial plan is the foundation to an investor’s success. We work with you to clearly define your goals, properly analyze your current financial assets, then build an actionable long-term plan to ensure your intended outcome.