Many people inadvertently build their portfolios in reverse - selecting a stock here, a money manager there. They fill the basket piece by piece without the benefit of an overall strategy.
At Main Street Wealth Management, LLC, we will never recommend an investment or asset manager until we take the time and perform the due diligence to thoroughly understand your lifestyle needs, risk tolerance and time horizon. We'll carefully evaluate how your investment portfolio should impact and interact with your estate and retirement planning, as well as other tax strategies you may have instituted.
We, then, construct an investment portfolio with the goal of optimal performance relative to your accumulation and income objectives. We also evaluate any existing investments for risk, return and tax characteristics.