OUR FORMULA

The Paul Decelles Financial Strategies Formula

We have developed and refined a process that Is built on the Paul Decelles Financial Strategies Formula. It may seem simple at first, but it is very powerful because we apply is very consistently.

Ask your financial advisor to describe their process to you. We feel sure that their answer won’t be as precise as our story. Our approach is comprehensive with a distinct definition and real substance

OUR FORMULA

The Paul Decelles Financial Strategies Formula

We have developed and refined a process that Is built on the Paul Decelles Financial Strategies Formula. It may seem simple at first, but it is very powerful because we apply is very consistently.

Ask your financial advisor to describe their process to you. We feel sure that their answer won’t be as precise as our story. Our approach is comprehensive with a distinct definition and real substance

Wealth
Management

Investment
Consulting

Advanced
Planning

Relationship
Management

Investment Consulting

Wealth management begins with helping our clients make smart decisions about their money. We believe that investment portfolios must be consistent with the client’s financial plan. We explore multiple investment vehicles and assist you in identifying an approach that fits both your risk tolerance and planning needs.
We are able to focus on financial planning relationships with our client households because of our affiliation with LPL Financial Research. Comprised of over 40 independent analysts, economists, strategists and CFA’s we rely on their independent assessments of financial markets and the global economic environment as a baseline for our client portfolio construction.

Advanced Planning

Most investment advisors focus on your portfolio’s current performance. We have a long term investment focus and strategy. We devote a substantial amount of effort to the elements of advanced planning. We continually focus on mitigating the impact of taxes, while we identify long-term strategies to enhance wealth and cash flow.

We create plans to economically, efficiently and thoughtfully transfer your hard-earned assets to your chosen heirs at the end of your life. We protect what you’ve earned by applying risk mitigation, if you die too young, become infirm in old age, or break down somewhere along the way. Finally, we help you make a long-lasting impact by maximizing the value of charitable giving that you may wish to undertake.

Relationship Management

Successfully implementing the strategies we recommend can require the assistance of other professionals such as attorneys, accountants, and insurance agents. We don’t expect you to coordinate all those efforts. We bring a network of highly credentialed experts to our office to serve you, and we work with closely with them to ensure that your needs are being met.