Strategic Alliances

True wealth management encompasses multiple disciplines. Cooperation and integration among these specialists form the foundation of successful planning. CFA’s portfolio management team fosters strategic alliances with specialists critical to the comprehensive wealth management process.

These partnerships address planning considerations and client needs such as:

Needs:	Professional Alliance*:
Tax Efficiency Harvesting Tactics, Tax Advantage Business Opportunities, Classification Strategies, and Return Preparation	CPA
Legacy Planning Will/Trust Preparation, Estate Tax Mitigation, Philanthropy Integration, and Charity Construction	ESTATE ATTORNEY
College Placement Scholarship, Grant, and Aid-Based Opportunities and Acquisition, Scholastic Preparation, and College Mapping	COLLEGE PLACEMENT ADVISOR
Protection Strategies Income replacement, Wealth Transfer, Annuities, and Elder Care Planning	INDEPENDENT INSURANCE BROKER

Our firm will continue cultivating relationships and leveraging resources which help to maintain the framework necessary for our clients to navigate their financial course.

*These outside professionals are not affiliated with or registered with Cetera Advisors LLC

Experience Matters

For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

That’s where our firm comes in.

Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.

Our personal goal is to provide you with guidance that can help you understand and bette

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Strategic Alliances

Needs:

Professional Alliance*:

Tax Efficiency

Legacy Planning

College Placement

Protection Strategies