COMMITMENT TO INTEGRITY

We are independent financial advisors.  We are fee based and comply with the 1940 Investment Advisors Act which requires us to always act in the best interests of our clients, engage in full disclosure, and to accept a fiduciary responsibility for our advice.

INVESTMENT COUNSELING 

  • Investment policy statement incorporating client objectives
  • Risk tolerance assessment
  • Selection of appropriate investment manager teams
  • Selection and oversight of appropriate investments
  • Periodic portfolio rebalancing
  • Periodic reporting
  • Periodic client reviews 

ADVANCED WEALTH PLANNING AND MANAGEMENT 

Each of these elements revolve around specific client objectives and needs:

  • Advanced review of client objectives incorporating estate planning, trust review and development of business and accumulated wealth transfer strategies
  • Wealth accumulation analysis
  • Advanced tax planning
  • Financial independence analysis
  • Education planning
  • Risk management review including life, disability, healthcare, long-term care and general liability
  • Trustee relationship management
  • Charitable giving strategies, where desired
  • Review of and solutions for concentrated investment positions
  • Management and review of professional relationships on client’s behalf

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TRUST SERVICES

  • Review, analysis and maintenance of trusts, wills, and other pertinent estate and trust planning documents
  • Trust administration services
  • Counseling and assisting individual trustees in their fiduciary responsibilities
  • Hiring and managing a Corporate trustee to perform services on behalf of beneficiaries
  • These services are provided through membership in The Meador Group.