In addition, to our retirement portfolio management we also offer a wide range of other wealth management services.  Attentive Investment Managers can assist with personal finance, estate planning, and education funding.  Our wealth management services incorporate investment portfolio management along with financial planning and considerations such as coordination with legal resources, tax professionals and banking needs.  

Related Blog Posts

  • Estate Planning +

    What happens to all of the wealth you have accumulated after you pass away? That is Estate Planning—making a plan Read More
  • Seasonal Cleaning and the New Year +

    Everyone likes spring cleaning – dusting off the cobwebs, cleaning the windows and letting the light shine through the windows, the Read More
  • Dollar-Cost Averaging +

    Are you retiring or changing jobs and have a rollover? Getting a bonus or expecting a large tax-refund. Let’s invest Read More
  • Facts About Powers of Attorney +

    Everybody should have a power of attorney, but not everybody knows exactly what it is or why it's so important.A Read More
  • 1

Get in Touch

Ready to get a handle on your investments? Contact us today to schedule a free review of your portfolio.

Please let us know your name.

Please let us know your email address.

Please include your phone number

Please let us know your message.