Who will help you realize your goals? Build your wealth? And keep risks at bay?
Financial success takes determination, endurance, strength of character. Luckily, those traits are the ones that got you to this point. Now you need a trusted advisor. Someone who can help you optimize the performance of your portfolio. Anticipate needs. Meet challenges. Manage risks. And bring you innovative solutions you never would have thought of.
We bring our clients broad-based, customized financial planning based upon the singular goal of building your wealth and ensuring your financial security over the long term.
Proximity clients have the advantage of comprehensive financial planning services, including:
Portfolio and asset management
Lump sum distribution
Women and wealth