How We Work

For over 25 years, as a Certified Investment Management Analyst®, Lou Falvo has been advising clients about all things financial: asset allocation, investment strategy, cash flow and lifestyle needs planning.

His unique style for the wealth management process creates a warm, welcoming approach for appropriate planning solutions to help individuals and families support their most important financial priorities.

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Asset Management

Provides asset management by coordinating and overseeing a client’s financial portfolio — e.g., investments, budgets, accounts, insurance and tax management strategies.

Financial Guidance

Goal based financial planning and help with all things financial.

Legacy Implementation

Financial strategy that prepares a person to bequeath his or her assets to a loved one or next of kin after death.

Estate Coordination

The collection of preparation tasks that serve to manage an individual’s asset base in the event of their incapacitation or death, including the bequest of assets to heirs and the settlement of estate taxes. Most estate plans are set up with the help of an attorney experienced in estate law.

Retirement Management

The process of determining retirement income goals and the actions and decisions necessary to pursue those goals. Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program and managing assets. Future cash flows are estimated to determine if the retirement income goal will be realistic.

Tax Reduction Strategies

Minimizing your family’s tax obligations is a key part of the overall wealth planning process.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (585) 542-2382