What's it like to partner
with Relevé ?
We believe that the most valuable service we provide is guiding clients toward smart decision-making (which can involve large sums of money) based on objective facts rather than emotion. While there are online platforms that allow investors to manage their own money, having your own team of professional financial advisors gives you access to their collective wisdom and experience and can prevent you from getting in the way of your own success!
Respecting that each client’s financial situation is unique, we work to help you develop a healthy relationship with money and maximize your wealth. We offer holistic investment advice and analysis of your entire investable net worth including executive benefits, stock options, retirement plans, and trust accounts. We want to have your money working at maximum efficiency to help you achieve your short and long-term goals.
Your portfolio will incorporate a variety of different strategies in order to help provide adequate diversification. It is specific to you. It reflects your tolerance for risk, investment timeline and overall goals.
Investing is a financial process requiring rigorous academic research, discipline, and attention to detail. This includes minimizing taxes and fees, and making decisions based on fact, not emotion.
Relevé Financial Group, an independent advisory firm, is registered with the Securities and Exchange Commission and regulated by that entity as well as by the Investment Advisor Act of 1940. We are committed to the highest standard of fiduciary responsibility, and are honored to serve you by managing your wealth.
Relevé Financial Group operates as a fee-based advisory firm which allows its advisors to act objectively and have freedom from a potential conflict of interest that can arise when advisors sell financial products versus receiving a fee for service. Relevé Financial Group charges an advice fee that is a percentage of advisable assets under management and does not receive any other compensation from its custodian.
Carefully diversified investing
With a fiduciary responsibility to act in our clients’ best interest, we take a diversified approach to investing, blending a range of investment types geared to capture market returns while minimizing downside risk.
I’m worried about the market. What should I do?
Should I do a Roth conversion this year?
My firm gave me stock options. What do I do?
How can I make sure my money doesn’t run out?
Can I invest in a way that cuts my taxes?
Is it true that taxes are usually a major expense for retirees?
Can I pay my long-term care insurance from my portfolio?
How do my investments figure in my estate plan?