Our Services
Wealth Management
Our firm’s expertise along with strategic partnerships, gives us the ability to provide customized wealth management solutions to our clients.
The IAS Client Portal provides a consolidated view of our client's financial life and future planning goals. All in one easily accessible and secure location.
Retirement Planning
IAS provides cash flow projections to answer three questions:
- Where are you now?
- Where do you want to be?
- How will you get there?
Life Planning
We welcome opportunities to help simplify the many complex financial issues that are part of our client’s everyday lives.
- Wills and Estate Planning*
- Charitable Giving
- College Funding
- Real-Estate Transactions*
- Healthcare Issues*
- Career Transition
- Social Security Claiming Strategies
- Retirement Issues
- Insurance Needs*
*We work with Strategic Partners to provide a solution
Portfolio Design
We work with each client to understand their unique goals, needs and risk profile.
- Portfolios are individually built and managed by our team
- Portfolios utilize securities we research and investment strategies appropriate for each client
- We can explain what we own, why we own it and how our client benefits
Portfolio Management
Working with input from our clients we provide:
- Implementation of a personalized investment strategy
- Security due diligence and selection
- Ongoing discretionary portfolio management
- Re-balancing of portfolio allocation to market and life changes
- Management of the portfolio for tax efficiency
- Detailed portfolio and performance reporting