3i Wealth Management

Whether it be retirement planning or investing for a child/grandchild's education, the success of our advisory relationship begins with developing a clear understanding of our client's financial goals and needs. A comprehensive view is the framework in setting appropriate guidelines and establishes parameters for investing portfolio assets that are consistent with the investor's risk and return expectations. The objective is delivered by creating well-constructed portfolios within the context of the investor's goals, risk tolerance, time horizon, liquidity constraints, taxes, and unique circumstances. The process is dynamic in nature as life-changing events occur (e.g. new liquidity needs).

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