We follow a fiduciary standard to one constituency: Our clients.
Our clients are our most valuable asset.
Asset location versus asset allocation.
Asset location is just as important as asset allocation. Estate planning is the foundation for building, preserving and transferring wealth. The type of entity which owns the investment can be as important as the investment itself.
* Asset allocation does not ensure a profit or protect against a loss.
Portfolios should have exposure to both traditional and alternative investments.
We believe investment portfolios should not be 100% path dependent on equity prices moving higher and interest rates moving lower to generate returns.
You can’t manage what you can’t measure.
Technology is dramatically changing the wealth management industry, allowing for aggregated and automated full balance sheet reporting.
Investor behavior.
A key driver of investment returns.
Taxes matter.
It’s not what you earn, it’s what you keep. Although we cannot advise you regarding taxes, with your permission we will partner with your tax advisor.
*MDL Wealth Management and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.
Fees matter.
There are many factors you cannot control when making investments; fees are one that you can.
Service matters.
We take pride in the professional quality of our work and provide client services that are proactive, thoughtful and customized.
Connect with our team with all your questions