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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.  

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We are open

Attentive Investment Managers is open for in-person business by appointment only. Masks and hand sanitizer are available in the office, and all appropriate safety and sanitation measures are being followed.

Online and remote consultations are still available for those who prefer that option.

If you'd like to schedule an appointment, please contact us.