Our services
Investment & Asset Management
We take a personalized, research-based approach to managing your investments and assets. Our process starts with you – your goals, objectives, risk tolerance, and vision for the future. We are aligned with Zacks Advisor Tools to access institutional investment research for sophisticated portfolio construction and management. We continuously monitor your portfolio and opt to take advantage of economic opportunities, with the goal of consistently outperforming the S&P 500 through varied market cycles, while also protecting your assets.
Financial Planning
Retirement | Education Funding | Insurance & Risk Management | Estate Reviews
We take an integrated approach to managing your assets and investments. Our financial planning addresses both short and long-term goals and objectives. As needs change or opportunities arise, we can provide experienced insights about your options and help you make informed decisions.
Family Office Services
We work with families to coordinate a multitude of goals and objectives across the generations. This spans a range of services, including but not limited to, coordination of bill and tax payments, facilitating education funding, serving as trustee for estate planning needs and coordinating family meetings.
Financial Consulting Services
We consult on a wide variety of specialized topics including Buying/Selling a Business, Real Estate Transactions, Estate Settlements and Family Legacy Planning. We can tailor our services to meet your needs.
Charitable Giving & Donor Advised Funds
By working with your accountant and estate attorney, we can facilitate your charitable giving goals, for today or for the future.
Tax & Bookkeeping Services
Our tax services are offered through Peddock Tax Services, LLC. You may rest assured that your financial records will be handled by our experienced team, and your records are in accordance with customary practices. We will work with you to develop and manage your financials toward your goals and budgets, as well as assist in mitigation of taxes.