Comprehensive Planning
Investment Management
Insurance Solutions
Step One: Set Goals
We begin by defining and prioritizing your personal life goals, including lifestyle aspirations, asset accumulation for future generations, retirement objectives, and philanthropic considerations.
Step Two: Identify Resources
We identify and evaluate available resources that can help you achieve your goals. These include liquid assets, and assets with risks or tax implications upon liquidation, such as stock options, low-cost-basis securities, and retirement plans.
Step Three: Develop Strategies
We align your goals and resources to develop a series of models and strategies based on different future scenarios. The models and strategies serve as the foundation for the creation of our planning recommendations.
Step Four: Design And Implement Portfolio
We provide each client with a custom analysis and portfolio design, based on time horizon and goal-oriented investing strategies. To implement your portfolio, we make recommendations for appropriate investment managers for each asset class. By following a disciplined process that matches your goals with the proper resources, Weston Financial develops successful strategies to help you realize your goals and dreams.
Single Source Asset Management
At Weston Financial, a personalized financial plan is the foundation for structuring your portfolio. An experienced financial counselor will implement your plan by leveraging an open platform of thoroughly researched, leading investment managers. Ongoing monitoring ensures that your portfolio stays on track.
Ongoing Risk Management
Ongoing risk management is an important element of an efficient portfolio. We start by diversifying your investment portfolio among different asset classes and investment styles to achieve more consistent returns and a lower level of volatility. Using sophisticated risk management techniques, we also select, and combine, individual managers that have exhibited superior risk-adjusted returns. Finally, we monitor the financial markets and your changing circumstances to assess their potential impact on your portfolio.
Tax-Sensitive Management
Weston Financial understands the impact that taxes can have on returns. Our experienced counselors concentrate on creating a tax-efficient portfolio in order to produce greater after-tax returns. This includes maximizing tax-free and tax-deferred returns, balancing capital gains and losses, and managing the potential impact of the alternative minimum tax.
Access to a Broad Range of Managers
NetworkOne's open platform of top-tier investment managers leverages multiple sources to deliver a fully diversified set of strategies in domestic and international equity, domestic and international fixed income, and alternative investments. NetworkOne offers access to these strategies through different formats such as separately managed accounts, mutual funds, and exchange trade funds (ETFs). At Weston Financial, we concentrate on personalized, objective asset management and proactive service to help you achieve your goals.