As a Financial Health Center Wealth Management client, you or your family can take advantage of a full array of investment advisory services, including:

• Investment Strategy Development - the foundation of our working relationship, designed to address your specific financial goals and needs
• Asset Allocation Planning - we can help you navigate the complexities of allocating your assets
• Third-Party Money Manager Arrangements - we will work with your existing money managers or help you review and select new money managers based on how well their style and performance match your needs and expectations
• Custody Services - provided by Pershing/Bank of New York to assure the safety and security of your money
• Integration of Business Interests - we will make sure that your overall investment strategy is compatible with all of your business interests
• Planning for Major Assets - we can help you plan for the acquisition and disposition of major assets
• Integration in Tax and Estate Planning - we can keep you aware of the tax implications of all wealth management activities and also assist you in estate planning
• Hedge Funds - offering all strategies and fund of funds, we perform due diligence and vet all to form best of breed, with high alpha managers
• Private Equity/Venture Capital Opportunities - we can provide access to or help arrange for investment opportunities that are not available to the public. We can also review and advise on private equity opportunities that you are considering as part of your investment strategy.