Create A Personalized Portfolio


Personal investment accounts allow you to put your earnings to work and are a great way to earn additional income! This type of investment account allows you to withdraw money from the account without any penalty. Having unrestricted access to the funds gives you the ability to use the money, if needed. 

Profits from long-term, personal investments - called capital gains - can also save you money through tax savings. This type of income is eligible for capital gains tax which ranges from 0%-20% (based on your tax bracket), whereas regular income can be taxed up to a maximum of 39.6%.

Our investment advisers will work with you to create a portfolio based on your income, lifestyle, and expected return on investment (ROI). Building a custom portfolio allows you to choose the level of risk and duration of time - putting you in control of your assets.

We work with an investment brokerage - also known as a custodian of assets - to facilitate the movement of funds from your bank account to your investment account. This means that your money will always be in your name. We never have direct access to the funds. Instead, you authorize us to manage your account directly through the brokerage. You remain fully in control of your account, and you have the power to revoke access from our advisers at any time. 

If you aren't familiar with how the market works - don't worry! We'll answer any questions you may have and ensure you have the necessary knowledge to make educated decisions.

Investing for Your Future

While you may not be thinking about retiring any time soon, creating an individual retirement account - known as an IRA - is a great way to plan for your financial future. 


By contributing a small portion of your monthly revenue, you can establish a retirement fund without hindering your ability to grow your business

Similar to the process of setting up an individual investment account, our financial advisers will work with you to create a customized retirement portfolio. IRAs are often geared toward aggressive growth (high-risk) at inception and are adjusted to decrease risk as retirement age nears.

Contributing to an IRA also offers tax benefits. IRA allocations are invested pre-tax, meaning that you can deduct your contribution from your income taxes while still investing the full amount in the IRA, tax-free! You won't have to pay taxes on your contributions until the funds are distributed in retirement.