Turning Money Into Wealth And Wealth Into Security

Wealth Management is a complex, multi-faceted process requiring financial expertise in many areas. Strategic planning alone isn't enough. Investment management alone isn't enough. Risk and tax management alone aren't enough. To cover every detail, you need someone who can see the big picture - from every angle.

Comprehensive Planning
Investment Management
Insurance Solutions

Comprehensive Planning: Your Foundation For Financial Success

Weston Financial combines solid experience and technical expertise in personal strategic planning, investment management, estate planning, excess asset planning, insurance, and tax and risk management services to meet the wealth management needs of high-net-worth clients. Our dedicated team of pro-active wealth management advisors is committed to long-term relationships. Many hold specialized designations such as MBA, CPA, CFP, CFC, and/or JD. Our objective approach to meeting your financial needs is based on an understanding of your goals, both the big picture and the details. The solutions that we recommend are focused on your unique circumstances.

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.

Customized, Unbiased Investment Management

Weston Financial's NetworkOne™ open investment platform offers access to leading investment managers through one convenient, objective source. By performing extensive screening, utilizing both external and proprietary sources, we can offer you the best investment managers and strategies to help you realize your financial goals. Consolidated accounting and reporting across all investment managers makes it easy to review one integrated picture of your portfolio.

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.

Sophisticated Insurance Solutions

Insurance is an important part of any wealth management portfolio. As independent brokers, we draw on an unparalleled selection of insurance products to structure programs that will provide instant liquidity for an estate tax need, protect a business with key man life insurance, replace an income in the event of death or disability, and more.