Wealth Management

Wealth Management is the outcome and implementation of comprehensive financial planning. For many of our clients, their planning needs are focused on retirement planning which is twofold: retirement transition planning and retirement income planning.

Our retirement income planning uses a framework called the 4 Buckets Income Strategy to help clients visualize and understand how income needs are being met throughout their retirement. Then, based on each client’s unique allocations across the 4 Buckets Strategy, we implement and serve as their wealth managers.

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Client Relationship Summary

This communication is strictly intended for individuals residing in the states of DC, FL, GA, MD, MN, NC, OH, VA, WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.