Whatever phase or cycle of life you’re currently experiencing, financial challenges and transitions are likely a part of it. From raising children and putting them through college to enjoying a rewarding retirement – and everything in between – we’re here to help you plan for a financially secure future and financial stability in the present.
Our clients are married couples, single individuals, families and grandparents from all walks of life, including entrepreneurs, physicians, executives and homemakers. Frequently, our clients seek us out during times of transition – a looming retirement, an inheritance, the sale of a business, the birth of a baby, a marriage or a divorce. These life-changing events may bring joy or sadness; in one way or another, they are usually also stressful. Our experience in helping manage wealth during times of transition provides a fresh perspective on the decisions that flow from such changes.
With more than 80 years of collective experience in investment management and financial planning, we’ve encountered a wide variety of challenging situations. Our fact-based approach to investment management and financial planning takes into consideration the variables involved in your individual financial situation, and helps us propose solutions that are responsible and flexible. We pride ourselves on our accessibility so that we can meet your needs on a timely basis, as life doesn’t necessarily happen on a planned schedule.
Our goal is to build a long-term relationship with all of our clients. The collaborative approach that is woven into our process creates an ongoing dialogue so that we’re here, by your side, through the years, meeting whatever challenges may occur along the way. You’re more than a number at Diversified Portfolios – and that’s one reason we enjoy a client retention rate of more than 98 percent.