Our clients are discerning and are looking for personalized wealth management and the ongoing monitoring of their financial goals and risks. Many arrive with multiple banking and investment accounts and are looking for a trusted advisor who can simplify their life and who is equipped to address a broader range of financial issues. They appreciate the benefits of owning individual securities at their own cost basis with tax efficiency of income and capital gains that can be controlled through proper management.
Our retired clients are seeking customized income solutions that take into account our complete understanding of their expenses and tax consequences. Many have come to ACM for our high yielding solutions. Once investment and planning needs have been designed, our clients receive ongoing guidance toward transferring assets to family members or charity in the most efficient manner through proper estate and risk management techniques.