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Our practice primarily focuses on addressing two basic needs of our clients:
1) The desire to create wealth
2) The desire to preserve wealth
Focusing on these core beliefs of creation and preservation affords us the opportunity to help manage not only investment performance but also investment risk. We have found that most clients care more about meeting their long term goals and their ability to sustain the lifestyle of their choosing than they care about specifically "beating the market." Therefore, we emphasize a commitment to the long term process of investing along with the long term performance. This long term process includes:
- Financial Planning
- Customized Equity and Fixed Income Portfolios
- Asset Allocation
- Retirement Plan Analysis
- Investment Policy Reviews
- Tax Efficient Management
- Management of Liquidity Events (Retirement, Executive Stock Options, Sale of a Business, Inheritance)
Honors & Recognition:
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David Epstein has been recognized among the top 100 financial advisors
in an article published April 22 in Barron's.
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David Epstein has also been named to Barron’s annual list of America’s Top 1000 Advisors: 2010 State-by-State. The “Barron’s Top 1000 Advisors” is a select group of individuals who are screened on a number of criteria.
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In 2009, Chris Calvelli was named to “On Wall Street” magazine’s list of Top 10 Regional Advisors Under 40. He ranked #2 on that list.
Throughout this Web site, we have included tools and reports that we hope you will find useful. For example, we have links to many of Baird's economic and market reports under "Current News" on the navigation bar to the left. Please do not hesitate to contact us with your thoughts or suggestions.
"Our mission is to operate a comprehensive financial advisory practice, with a highly qualified team, in order to provide the most professional, reliable, and consistent financial advice to our clients."
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We are licensed to offer securities in the following states:
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Chris Calvelli
AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TX, UT, VA, VT, WA, WI.
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David Epstein
AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TX, UT, VA, VT, WA, WI.
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