Savvy Investing

Wealth Management



Our experienced team of financial advisors will work closely with you to develop a customized investment strategy that aligns with your objectives and beliefs. With our personalized approach to wealth management, you can stay on track for your investment goals and feel confident that your portfolio reflects your values.

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Our Investment Approach

Financial Position
Risk Management
Wealth Management
Tax Management
Retirement Planning
Estate Planning
Ongoing Management
Customizing Investment Strategy
Tax-Sensitive Investing
Listening to Your Unique Situation
Advice &

Let Us Direct You

Listening to Your Unique Situation

The process begins with a clear understanding of your investment objectives, tolerance for risk, income needs, constraints, tax considerations, and any other unique circumstances.

Customizing Investment Strategy

A customized investment strategy will be created and provide a clear outline of your situation. Our recommended asset allocation strategy will be detailed, reviewed, and revised as necessary for future investment decisions.

Ongoing Management

Ongoing Management; Staying on top of market trends, we monitor the performance of the individual securities on a continuous basis keeping you informed each step of the way.

Customized Portfolios

Our customized portfolios focus on investment solutions that are diversified across all major asset classes, risk exposures, investment styles, and time horizons. We ensure your portfolio meets your unique needs.

Tax-Sensitive Investing

We can design a portfolio consisting of tax-exempt assets to help reduce your tax liability.

Strategic Guidance

We can work together to customize a portfolio based on your goals, objectives, and value alignment.

Investment Philosophy

Goal-Based Focus

We believe investment decisions are best made in context of a greater purpose. Your wealth is a tool to help you achieve meaningful goals, such as retirement security, educating your children, or passing wealth to the next generation. We position your investment strategy carefully around those goals, bringing greater meaning to the performance of your financial strategies.

Long-Term Investors

We believe that keeping assets invested through full market cycles is crucial to superior investment performance. Most investment strategies have life cycles much greater than the typical market fluctuation. Our focus on fundamentals over a 3-5 year time frame brings much greater clarity than watching the dramatized headlines and daily fluctuations of narrow indices.

Confident and Patient Investors

Hasty, emotional decisions are sometimes confused with good instincts, but rarely yield the same results. Ourresearch process brings great conviction to our investment choices; that conviction guides us through both calmand turbulent times with equal strength and resolve.

Value Investors

We believe fundamental value drives long term returns, and we focus on valuation, earnings, and growth to measure investment opportunities. We are not market-timers or day-traders, and are careful not to let emotional decisions alter well-planned strategies. We rely on traditional principles to keep us on track, making gradual adjustments to our portfolios throughout market cycles to take advantage of opportunities in valuations and mispriced risk.

Focus on Net Returns

Taxes and Fees can diminish returns over time, so we seek out low-cost and tax-efficient investments to implement our strategies. We evaluate managers based on their net returns so we can judge how they have performed, relative to their peers and indices, net of management fees. We blend many kinds of investments into maximum-efficiency portfolios without bias towards any one type, allowing us to seek out opportunity wherever it presents itself.

Ready to Explore

Are you ready to explore our investment and advisory services and unlock the potential of your wealth? It's time to take action and secure your financial future.

Contact us today to schedule a strategy session with one of our dedicated wealth management advisors. Together, we'll help craft a roadmap designed to help you achieve future goals that's tailored exclusively for you and your loved ones.

Financial Planning and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC and a registered investment adviser. 1295 State Street Springfield, MA United States 01111-0001

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