Investment Management

We invest and manage money because we are professionals.

Finance nerds call this investment management — the process of aligning your dollars and cents (investable assets) with your goals. 

We help clients navigate asset allocation, periodic rebalancing, tax loss harvesting, investment strategy & research, and cash management.

As investment professionals, we don’t know how to pick stocks. And neither does anyone else.

We believe in having clear eyes when it comes to the markets. Your investment experience will be mostly driven by two things: savings behavior and asset allocation – otherwise known as risk and reward!
What does that mean for you in practice?
We’ll assess your goals and risk tolerance, then choose an appropriate mix of stocks and bonds to complement your overall portfolio.


  1. We’ll assess your goals and risk tolerance, then choose an appropriate mix of stocks and bonds to complement your overall portfolio.
  2. Buy low-cost, diversified funds. (Optional)
  3. Emphasize sustainable investments within your portfolio.
  4. Stay disciplined! Don’t try to time the markets or predict the future. 


Sounds simple, right? We know it can be tough when the market swings, so we’ll be there to help you navigate your emotions and stay the course toward your goals.


A successful investment strategy should be measured by how well it helps you achieve your goals.

Investment-centric clients see the value in partnering with experienced Advisors to design, implement and manage an investment strategy, including investment research, analysis, and selection. Investment Clients view professional management as a way to accomplish investment objectives while freeing up valued personal time. 

The household usually has less than $500,000 of investable assets (such as 401ks, IRAs, etc). Your financial life is starting to become complex, but you are either still in the earlier phases of building wealth OR you are comfortable managing many parts of your financial life, such as budget & cash flow, on your own.

Every household will have a customized investment portfolio. Most families have a mixture of real estate holdings, stocks, and bonds. We customize the cash flow and investment strategy as part of your household’s overall life goals. 

For retirees and pre-retirees, we typically implement a strategy mindful of your investment portfolio and spending. To help you retire in confidence.

Other services offered by
Real Estate Wealth Planning

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Coming Soon!

In 2024, our name is changing to Real Wealth Planning. New website launching in late Q1-2024. 
Same service, same values, just a refreshed look!

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