Dedication, Experience and Education

We’ve worked hard to build a team with knowledge and experience that upholds our commitment to outstanding wealth management. The age span of our team members gives us the ability to meet a variety of financial needs that may occur during the various stages of your life and the lives of your children, grandchildren and parents. 

We are proud that in 2022, our team leader, Steven Porter, was recognized in Forbes “Best-in-State Wealth Advisors” list (*Source: The Forbes “Best-in-State Wealth Advisors” list, published on April 7, 2022. Rankings based on data as of June 30, 2021), and Barron’s “America’s Top 1,200 Financial Advisors: State-by-State” list in 2019 (*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published on March 11, 2019. Rankings based on data as of September 30, 2018). We use our collective knowledge, acquired through years of real-world experience, extensive training and professional credentials, including the CRPC® designation, to stay at the forefront of industry updates and best practices. We believe our intellectual capital and disciplined, long-term wealth management approach can help you navigate financial challenges throughout ever-changing business and economic cycles.





*Source: The Forbes “Best-in-State Wealth Advisors” list, published on April 7, 2022. Rankings based on data as of June 30, 2021.

Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.
For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.


*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published on March 11, 2019. Rankings based on data as of September 30, 2018.

The ranking considered advisors with a minimum of seven years of financial services experience and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor.

 

How We Approach Your Needs 

Our approach to wealth management begins with a probing, in-depth review. We listen intently to get a clear understanding of your true goals, and what really matters to you. Together, we will explore a broad range of topics that are likely to influence your financial future — from your family situation to your career aspirations to the retirement you ultimately envision. What we learn will become the foundation for a strategy based on who you are and where you want to go.

No two clients are the same, and we recognize that your circumstances, needs and aspirations are exclusive to you. We firmly believe that your wealth management strategy should be inspired by your goals and objectives and customized in a way to help you achieve them. That’s why we take into account the full spectrum of your personal wants and desires to create a strategy uniquely designed for you.

Expanded Capabilities

The breadth of our practice includes services that can help meet your most complex wealth management needs.

Strategic Execution Across Generations

We take the time to build relationships with multiple generations of your family. Our goal is for them to have the continuity of advisors they can turn to for advice and guidance about their wealth management. Working with specialists from Merrill, and in coordination with your attorneys and accountants, we can help you develop a current and efficient estate planning strategy. We can advise you on trust investments, charitable giving strategies, life insurance and other sophisticated strategies to help you pass on your wealth in a desirable and tax-efficient manner.

Learning What Retirement Means To You

One of the most important functions we undertake is to help clients prepare for “what’s next.” After identifying your goals for retirement, we can help determine if your retirement assets will be able to generate enough income to support the lifestyle you desire, keep pace with inflation, meet unforeseen healthcare costs and weather downturns in the financial markets. Working together, we can help create a customized retirement income portfolio that may include stocks, bonds, cash, annuities or alternative investments*, if appropriate, to help you achieve your goals for the future. 

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.