WEALTH MANAGEMENT
Work directly with Michael Douglas, a Certified Financial Planner, and Allison Batt M.S.
Using decades of industry experience we provide clear recommendations designed to help you grow and protect your wealth.
It all starts with a conversation…
A WEALTH OF OPPORTUNITIES
Tax Strategies*
Are you concerned about the impact of taxes on your investments? We recommend tax strategies designed to help you keep more of what you’ve earned.
The Highest Level of Personalized Service
We treat our clients like family. We create personalized strategies around your full financial picture, focusing on the things that matter the most to you. You have access to our cell phones. NO 800 numbers. NO phone trees. No phone transfers.
Clear Recommendations
We define your options, providing straightforward investment guidance.
We Do the Work
We implement the strategies and keep them on target as your life changes.
ONGOING WEALTH MANAGEMENT
Tailored recommendations incorporating your priorities, goals and risk tolerance.
Personalized tax strategies that may help reduce taxes on your investment portfolios*.
Asset allocation strategies balance risk and investment timeframe.
Active management balances gains & losses.
Professionally managed portfolios address goals of your choice.
Access comprehensive planning sessions targeting retirement, college, life changes and risk management.
Direct access to your wealth managers – Allison Batt, M.S. and Michael Douglas CFP, CLU, ChFC. Call our cell phones. Our business is designed around you. NO 800 numbers. NO phone trees. No phone transfers.
Seamless coordination with your financial network of attorneys and accountants. With your permission, we work together to compliment existing relationships.
OUR WEALTH MANAGEMENT FEES
$5,000 – $250,000 – 1.00%* ($100 per $10,000 invested)
$250,001 – $500,000 – 0.90%* ($90 per $10,000 invested)
$500,001 – $1,000,000 – 0.80%* ($80 per $10,000 invested)
$1,000,001 and up – 0.70%* ($70 per $10,000 invested)
*additional fees charged by the underlying funds and management platform will apply.