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Investment Management*

In today’s environment, it is easy to be overwhelmed by the amount of information available. It seems that the media and so-called “experts” are always telling you what to do with your investments, even though they do not have any knowledge of your specific situation. Without proper professional advice, taking action could be detrimental to your investment goals. 

How We Help 

Together we can create an investment strategy that is designed just for you with your unique goals and needs in mind. As your advisor, we will build an investment plan that considers your investment goals, comfort level, expectations and the effect of taxes on your portfolio. This plan will manage your risk for every dollar of your return. And because investment management is something that should be adjusted as your goals evolve and your portfolio changes, we will work with you on an ongoing basis to monitor your portfolio and rebalance as needed.

*These services are offered by Sarah Reames through her affiliation with Cambridge Investment Research


You’ve made investments your whole life. Work with us to help make the most of them.
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