mag·ni·fy
fi·nance
The right guidance helps you reach new heights on your financial journey, and we’re there for every step of the climb.
We view investing as the essence of any financial strategy and the most critical component of any successful plan. It’s ultimately investment performance that builds the wealth needed to achieve your goals.
Our approach integrates financial planning with investment management for most client situations.
We conduct extensive original research to uncover investment strategies and opportunities others might miss.
Your recommendations will reflect your specific goals, timeline, and personal values.
Clients gain access to our trusted network of specialists for key aspects of your personal and professional life.
Our personalized approach guides you through a clear path to financial confidence. We address all aspects of your wealth management—from investing for retirement to tax and estate considerations—allowing you to focus on enjoying life while we help secure your financial future.
Through our structured process, we create, implement, and continuously refine a plan tailored specifically to your goals and circumstances.
We begin by getting to know each other, understanding your financial goals, and defining the priorities that will shape your financial plan.
Next, we develop a personalized financial plan aligned with your goals and circumstances, outlining the investment strategies to help you succeed.
Using your plan, our team carefully executes your customized portfolio strategy, allocating investments strategically to support your short and long-term objectives.
Once implemented, we continuously monitor your portfolio performance, provide regular updates, and make timely adjustments as your life circumstances and market conditions evolve.
Financial planning creates the roadmap, while investment management provides the engine to get you there. Planning helps identify your goals and timeline, but it’s ultimately investment performance that determines whether you achieve them. Proper planning might save you a few percentage points in taxes or expenses, but having the right investments can mean the difference between reaching your goals and falling short.
Most clients can have a fully invested portfolio just days after the 3rd meeting. The entire process usually takes anywhere between a week and a month depending on complexity and availability.
We generally review a financial plan once per year together with clients. As investment managers, we review client portfolios at least once per quarter, and whenever market conditions dictate or investment opportunities evolve.
Absolutely. In fact, as of 2025 about half of our clients reside out-of-state.
Take our brief survey to learn if our advisory services are the best match for your financial goals and situation, and see if we should move forward together.
Schedule a no-cost consultation to discuss your financial goals and explore how we can help you build a personalized investment strategy.
