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Maximize My Invest-able Resources

 Maximize My Invest-able Resources adds value year round with  quarterly Federal & State Income Tax projections and investment management services the entire year.

This program was built for professionals with complex and time consuming careers or lifestyles. We know where your time is best spent -- and researching and managing investments or figuring out your future tax liability is not a part of it. In today’s investment environment there are so many options and making the right choices can be very stressful. Why not put this process in the hands of a financial partner that can guide you to your financial goals?


Our goal is to help you to construct a portfolio that will provide you with a balanced level of risk while consistently producing the return you’ll need to reach your monetary goals.

Services Include:

Professional Investment Management

  • Investment portfolio design tied to your risk tolerance and goals

  • Portfolio monitoring and periodic rebalancing

  • Globally diversified, tax efficient portfolios using low cost institutional investments (when available)

  • Ongoing one on one investment education tailored to your knowledge and level of experience

Tax Resource Analysis

  • Pre-file tax analysis to inform you of potential refund or liabilities due prior to the following tax season.

  • Up to 2 tax planning scenarios for tax activity throughout the year


24-Hour Client Access

  • Online account access to your investments whenever you need it

  • Periodic consolidated statements showing all accounts in one place

  • Up-to-date performance reporting

  • Access to financial planning tools, news, and calculators


Concierge Customer Service

  • Direct access to private wealth manager who knows your goals

  • 24hr email communication access to your advisor

  • Appointment and review sessions set around your schedule

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