Free Portfolio Check-up

You've worked hard to build your wealth. But the economy is volatile and the future is unknown. How can you know what mix of investments is best for your personal situation?


Our free portfolio checkup service helps tie your investment plan to your life plan. We'll review 13 checkpoints to answer the following questions:


  • Do I have the right mix of investments?

  • Do I own investments that may be unsuitable for my individual or personal situation?

  • Is my portfolio optimized to reduce taxes?

  • Am I taking too much risk?

  • What red flags/if any exist in my current portfolio?

  • Am I paying too much in fees?

  • How can I increase expected returns?