Wealth Management Services

Your Financial Goals Are Our Focus.

By setting clear objectives and parameters, we practice goal-driven investing and principled planning.
This includes a number of core services and strategies.


Portfolio Design and Management

We design dynamic, adaptive portfolios that are aligned with each client’s financial plan. This means your investments are in line with your needs even as they change and evolve over time.


Business Strategy

Business owners have unique needs. Through specialized services like buy-sell agreements, tax planning and succession strategy, we can help owners capture opportunities and alleviate the challenges they face.


Tax and Accounting

Through tax-efficient investing, we focus on strategies that can have a significant impact on returns. We also work with income tax experts and CPAs to help you grow and manage your wealth efficiently.


Estate and Legacy Planning

We work with estate planners and attorneys, to design and implement plans for your family wealth and philanthropy. We want to ensure your intentions are clear, properly documented and carried out to the letter.


Insurance Strategy

We review your existing policies with respect to your current needs, and help determine that you’re not over- or under-insured. We make recommendations based on risk management and family considerations, as well as tax and cost efficiency.

Your Portfolio is a Tool to Help Support the Lifestyle You Want

Our first priority is to align your portfolio with the principles, timeframes and objectives that have defined your wealth plan. From there, we explore a number of options for the allocation and management of your portfolio. This can include:

  • Mutual funds, annuities, ETFs, stocks, bonds and alternative investments

  • Tax-sensitive and tax-efficient investments

  • 401(k)s and 529 plans

  • 401(k) ), 403(b) or IRA Transition Assistance

Schedule an Appointment

Frank Galzarano, ChFC®, AIF®, CFP®
Managing Partner, Financial Planner
Schedule an Appointment with FrankCall Now
Mark Dougherty, CFP®, RICP®, CMFC®
Partner, Financial Planner
Schedule an Appointment with MarkCall Now