Broker Check

Make Smarter Decisions With Your Wealth

Servo Wealth Management provides financial planning and ongoing portfolio management for affluent individuals and families. Our process is designed to help our clients accomplish their most important, long-term financial goals and improve their financial confidence and peace of mind.

In particular, Servo’s clients typically hire us to assist them in:

  • Achieving financial independence and security
  • Coordinating and simplifying accounts (IRAs, 401ks, annuities, taxable accounts, trust accounts, etc.) into a cohesive investment plan
  • Addressing the risks of premature disability and death
  • Preparing for their children and grandchildren's education costs
  • Generating an ongoing income stream in retirement that can support their desired lifestyle
  • Evaluating options associated with pension and Social Security payouts
  • Planning for the potential costs associated with long-term healthcare
  • Enhancing their charitable and legacy aspirations
  • Minimizing the income and estate taxes associated with investing

A Personal Partnership

Servo‘s investment approach is designed to help our clients achieve their most important financial goals, but it is our ongoing collaboration with clients that ensure our financial plans and investment portfolios can reach their full potential.

Regular meetings, our monthly Factors In Focus newsletter, phone calls, emails, video conferences; each of our interactions with clients is designed to keep them well informed and confident about their investment portfolios and progress towards their long-term objectives. We believe the combination of a well-designed investment portfolio and a confident, disciplined investor results in the greatest likelihood of financial success.