Investment Advisory & Management
As comprehensive wealth advisors, we commit to intimately understand your goals so we can make the most appropriate recommendations possible. At McKell Partners, it is in our personal nature to seek the most optimal solutions and educate throughout the process.
As we begin the process, we’ll ask you these questions:
- What is this money ultimately for?
- How and when do you plan to use it?
It is absolutely critical to begin with the BIG PICTURE in mind – especially as you enter your pre-retirement and eventual Golden Years. We, as total financial nerds, will comb through the intricate details to construct a plan that meets your goals and needs.
Let McKell Partners be your guide.
Here are some highlights of why we believe we are uniquely positioned to serve you.
Holistic Planning Approach.
We seek to understand the whole financial chessboard – recognizing that one move is not a move unto itself. This approach seeks to understand all components at play and consequently provides higher levels of synergy and comfort. Unlike many financial professionals today, we advocate always doing the planning first and subsequently implementing optimal, strategic solutions.
High net worth clients need advisors who know how investments and taxes interact. We do that by having CPA’s in-house and also coordinating with your tax professionals as necessary to ensure your investments and other planning are being managed through the critical lens of taxes. Through our initial investment audit process, it is not uncommon that we discover all kinds of tax inefficiency.
24/7 Institutional Asset Management.
We construct client portfolios through the utilization of independent, best-of-breed, institutional asset managers. This prudent practice allows the absolute top sophistication and talent available to be dedicated to your investments 24/7. It also enables us to maintain focus of your whole financial picture, increase the flexibility of investment options and improve the timeliness of portfolio adjustments.
Our team is dedicated to serving you and those you care about throughout the varying stages of life. As a client, you are part of the McKell Partners family. It may sound cliche, but we listen. We know and recognize your voice. And, it’s our job to understand the complexities of your situation and design our advice with your personalized goals in mind.
Depending on the situation, combinations of investment and actuarially-based strategies may achieve the most efficient and favorable results. In some cases we may consider a blend of these strategies if it is what is most optimal for you. We remain up-to-speed on and desire to consider all the tools in the financial toolbox. Trade offs are always evaluated and extensively modeled.
No hidden fees or agendas. We like that our value exchange is competitive and fully disclosed. You should know 100% (not 50%) of what you’re paying and how those fees are applied.
We are client focused at McKell Partners. You are one of the family. We are focused on doing what’s right for you and what will give you the best chance of reaching the retirement you desire. That’s not only our professional obligation – it’s just who we are.
To learn more, please contact our office to arrange a complimentary consultation. Simply call (888) 704-1337 or email email@example.com.