Individual Equity Accounts

We research and manage separate portfolios of individual stocks using a conservative, time-tested, value based approach consisting primarily of U.S. equities. All accounts are invested similarly based on a model account and are managed for maximum risk-adjusted, after-tax, total return.

Municipal and Corporate Bond Portfolios        

Mutual Fund Selection

Prudent Wealth Management LLC

Mutual Funds are also used for smaller accounts or to add additional diversification beyond the value-based model account. Our  firsthand experience managing mutual funds gives us an insider's view in evaluating and selecting those managers and funds which will  best meet the needs of  our clients.

Financial Counseling

Counseling is provided on an hourly basis for those individuals looking for guidance or assistance in making financial decisions in such areas as asset allocation, retirement planning, mutual fund selection, goal setting and other financially related topics.

Retirement Planning

         How much should you be saving today to  meet

           your retirement goals?  Are you invested in the

           assets which will best meet your risk  and return

           objectives?

Trust Investments

Handling an Inheritance

Estate Planning