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Wealth Management

At Financial Solutions, we use a disciplined process to customize investment portfolios for your unique goals, needs and tolerance for risk. 

A Multidimensional Approach

Protecting and building wealth involves more than just picking the right investments. Our approach features a core equity portfolio in which we seek to limit risk as well as management fees and taxes: After all, money you save is as important as money you earn. Our strategy for enhanced returns involves dedicating a portion of assets to actively managed and alternative asset classes.

The Right Investments

We believe that carefully diversifying portfolios among asset classes, managers and investment strategies is the most reliable way to meet clients' individual goals. Our wide array of investment options includes:

  • Equities. Individual stocks, mutual funds and exchange-traded funds are managed using best-in-class research, with an emphasis on tax efficiency.
  • Bonds. Portfolios feature investment-grade bonds as well as higher-yielding, lower-quality instruments in the form of individual securities, mutual funds and exchange-traded funds.
  • Alternatives. Alternative asset classes and strategies can add consistency to returns and help to reduce portfolio volatility.

The Financial Solutions Difference

Financial Solutions' wealth management is focused on delivering every possible advantage to our clients, from limiting taxes to protecting capital to enjoying sustainable growth. Underpinning our approach is our core committment to putting your interests first and helping you to succeed.