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Our Philosophy

We are a boutique wealth management firm dedicated to providing independent, conflict-free, and customized advice to help our clients reach their goals and objectives. 

 

Fiduciary Duty

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

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Comprehensive Wealth Management

Our wealth management process encompasses all areas of your financial life. Our knowledge and experience allow us to go beyond traditional asset management services.

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Research Driven Process

Our mission is to deliver superior risk-adjusted returns over a long-term time horizon through proper diversification, tactical asset allocation, and risk management.

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Investments

Investments are a key component to your financial success.  The proper mix of investments can help you achieve your goals and objectives.

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Risk Management

Though unpleasant to contemplate, unforeseen circumstances can often strike when least expected.  Because risk is an inherent part of life, risk management must be a key factor in any comprehensive financial plan.

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Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

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Sustainable & Responsible Options

All investors look for the potential to profit, but more and more people are beginning to understand that every investment has an impact.  How and with whom we choose to invest can influence individuals, the natural environment, and our global community.

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Tax Management

A constantly changing tax environment has made tax planning an essential aspect of any investor’s plan.

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Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.

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Our Team

Partners

Irving M. Eisenberg, CPA/PFS

Bio

Matthew P. Luckham, CFP®

Bio

Associates

Austin D. Hughes

Bio

Lori J. Eisenberg*

Bio

Jaycee C. Kertzman*

Bio

Resources

We've got the resources to keep you informed.

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