Estate and trust advisors

At Estate & Trust Advisors our goal is to serve the long-term financial interests of our clients by preserving and growing their capital in a tax efficient manner. For twenty years I have used modern portfolio theory to prudently manage individual, customized stock and bond portfolios. From the beginning our mission has been to give our clients the peace of mind that comes from knowing their investments are being handled with only their interests at heart.

As President of ETA, it has always been my desire to create a professional wealth management firm that operates without conflicts of interest and whose sole focus is on safeguarding the long-term financial objectives of our clients. Recognizing that each investor is unique, we seek to develop and implement a long-term plan that is specific to your situation, designed to preserve capital first, grow it second, and provide for generous income during your retirement.

Book a Meeting

Our Services

 

Investment Advisory Process

Step 1: Determine your risk profile & objectives Our personal consultation with you, your CPA® & Attorney profiles investment needs/time horizon/risk level. Step 2: Set your Investment Policy Statement (IPS) ETA personalizes your asset allocation strategy. The IPS maximizes returns relative to your...
 

Retirement Planning

To make your retirement dreams a reality, you want to accomplish these goals and more. With the integrated retirement planning approach offered by Estate & Trust Advisors you receive sensible, thorough investment management strategies that foster an optimal return while reducing risk.
 

IRA Investment and Tax Planning

Many retirees have said their IRA, 401(k), TSA or similar qualified retirement plan is their largest asset next to their home. However, a startling number of people are unaware that at the time of withdrawal, taxes can claim a significant amount…is it 40%? Is it 80%?? Without a Multi-Generational...
 

Planning for Business Owners

Estate & Trust Advisors has developed a completely customizable client service platform to address the fundamental objectives of plan administrators, employee participants and the overall company culture.
 

Divorce Planning

The divorce process undoubtedly evokes both emotional and financial stress. We work hard to help those going through divorce to understand the financial impact and implications.

Our Team

How can we help?

Find out how we can help you reach your financial freedom.

Contact Us Now

Blogs

Senior businessmen working at his home

A Guide to Pensions & Retirement Benefits

Estate & Trust Advisors |
Categories
Retirement
Investments
Tax Planning
How much do you really know about retirement benefits? If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement literacy,” especially when it comes to the finer points of retirement benefits. 1 That may not seem like a big deal, but it can give rise to all sorts of landmines in the future, possibly derailing your retirement plans and goals. It could also impact your quality of...
An assortment of sushi, rice, and seaweed.

4 Pervasive Myths About Inflation

Estate & Trust Advisors |
Categories
Investments
Finance
4 Pervasive Myths About Inflation Inflation can feel inescapable these days. For most of us, it also feels like inflation is higher and more persistent than it actually is. 1 That could be because we’re seeing higher prices practically everywhere. 1 Despite our experience, though, that misperception can actually harm us. It can also be bad for inflation in general. 1 That’s because thinking inflation is worse than it is can stoke our fears of...
Senior grandmother with granddaughter on balcony

7 Milestones At Age 50 & Above

Estate & Trust Advisors |
Categories
Retirement
Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important milestones in retirement planning and your financial life. Here’s a look at why, with a focus on each milestone birthday after 50 and the role it can play in your overall financial wellness. Age 50: Catch-Up Contributions When you turn 50, you can start to make "catch-up" contributions to your 401(k)s...