About My Practice
We are a specialized team of 5 that guides affluent families, executives, and corporations on financial goals and needs. We use a strategy based approach to wealth preservation and growth, tax liability management, lending, liquidity, and estate planning.
We act as the portfolio manager for our clients, selecting individual securities as well as Mutual funds, exchange traded funds, and where appropriate hedge funds and alternatives, options, and private equity investments. Key to our approach is disciplined due diligence and understanding the people and process involved in those companies we invest in.
Our clients are successful with substantial assets. Our approach focuses on risk management and the understanding and control of risk, along with the realization of long term returns consistent with individual client goals.
Our team utilizes a vast array of financial products to help all our clients reach these goals. Regularly scheduled meetings and monthly contact allow us to review strategy, performance, and modify or change priorities when appropriate. We identify client opportunities, solve client problems, and produce a high quality personalized service that our clients value and trust.
Our practice has grown rapidly over the years through referrals from our many satisfied clients. Our greatest satisfaction comes from your financial success and the long term relationships we develop.
Tracy Bird, CFP, CIMA - 25 years in financial services, 9 years as a CFP and financial Advisor.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Life insurance: All, Health/disability insurance: All, Fixed annuities: All, Variable annuities: All
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - CIMA, CPM
Considerations: 90% is fee based
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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