Investment Planning

Most people think that investing is a series of reactions to day-to-day events.  Nothing could be further from the truth.  Investing should be a deliberate process, with set goals, where success is measured in years, not days or months.  Larry & Brian use traditional wealth management strategies to develop a portfolio that is fine tuned to meet your specific risk tolerance and investment time horizon.  Aside from managing your portfolio, our primary role with our clients is to prevent them from making THE BIG MISTAKE.  Left on their own, most individuals do the exact opposite of what they should do when it comes to investing.  As your dedicated financial advisor our goal is to prevent you from making those types of mistakes regardless of market conditions.

• Sample Quarterly Report

List of Services Available

"The dominant determinant of long-term, real life investment returns is the behavior of the investor himself."
- Nick Murray 

* These services are offered by Brian Coventry through his affiliation with Avantax.