Your Success Begins with Us
Our Services
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Wealth Management
After a thorough review of a client’s circumstances and needs, our advisory team constructs an in-depth, actionable plan to address targeted goals. This service is customizable and will involve multiple disciplines, with a holistic perspective on identifying the most appropriate approach to pursue.
We take a long-term approach to wealth planning. While some individuals, families, family offices, foundations, endowments, and non-profit institutions tend to focus their financial efforts primarily on investment returns, we formulate approaches that seek to preserve and grow wealth, help clients prepare for future needs, and assess legacy goals for future generations. We apply our extensive experience across an integrated array of services.
Investment Management
The Financial Advisor's investment management process begins with determining each client’s goals, objectives and risk tolerance. Once these factors are established, our team will construct an appropriate strategy. In general, we seek to create an asset allocation that diversifies risk among several different asset classes and industry sectors.
The Financial Advisor believes that active portfolio management, along with a portfolio and asset allocation that’s tailored to each client’s needs, has more potential to add significant value over time than a passive management strategy.
Family Office
The Financial Advisor's broad offering includes, but is not limited to, tax services, accounting, financial planning, budgeting, and bill paying. Our dedicated staff of professionals can provide an array of services necessary for a family office, from assistance with lending, insurance, and banking matters to financial reporting, and more.
Ardiana Franke
Founder and CEO
“Success is not final; failure is not fatal:
It is the courage to continue that counts.”
Winston Churchill