Our Services

Monica recognizes that her clients lead active and complex lives. They understand that managing their investments is more complicated and time-consuming than ever before. Monica provides her professional experience to help provide them a level of confidence in their investment strategies that they may not be able to achieve on their own.

Monica’s highest priority is to create value and confidence for clients by offering the following comprehensive services:

• Pre-retirement Planning
• Transitioning to Retirement Income
• Portfolio Analysis and Asset Allocation Design
• Alignment of client values with their investments
• Estate Planning
• College Funding
• Risk Management