Overview

We are a Comprehensive Wealth Management firm founded and owned by John Donovan, who is a CFP who is in his 32nd year of practice. We offer both fee-based financial planning and consulting services, as well as Tactical Advisory services. Within our Tactical Advisory services, we offer the full range of both fee and commission based investment solutions available in the open marketplace, including alternatives. Within our fee-based investment offerings, we have designed and constructed our own very in-depth research-based model portfolios, with one set for smaller accounts made up of just mutual funds, and the other set for larger accounts consisting of a mix of third party private strategist portfolios and mutual funds. We use some third party manager platforms for specialized tax-sensitive/tax-managed portfolio expertise. We also research and manage a wide variety of annuity solutions for our clients, including VA, FIA and MYGA products. We manage the VA subaccounts in a model methodology similar to our mutual fund based model portfolios., while also being experts in the utilizations and management of Income Riders and Death Benefit Riders to maximize the value of the VA contracts for our clients and their heirs.

We also offer similar open architecture solutions in every facet of our insurance services, including our life, disability and long-term care offerings. Across all of the clients' investment and insurance solutions, we specialize in actively managing the strategic tax-efficient optimization of their retirement income management needs and desires. Lastly, we work with our clients on the design of their estate planning needs and follow that through the documentation process with their attorneys of choice to assure that the full and complete implementation of their desired estate and legacy planning objectives is achieved. Our client service model is unparalleled, with our two advisors, 3 full time staff and 3 part-time staff using technology, attention to detail and our robust Agenda driven review process to ensure we are proactively serving all of our clients' needs and wishes, which has resulted in a 99+% client retention rate.


Last Activity
within 2 months
Listing Updated
Dec. 21, 2023

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred
Resources
Loading...