Services
Providing financial services to people in the area of Connecticut, California, and across the United States, Blair Capital Management is a fiduciary, fee-only registered investment advisory firm. The financial services I offer help you optimize your financial circumstances and prepare for your financial future.
Comprehensive Wealth Management
I offer wealth management, which gives you a comprehensive plan, including strategies for accumulating, maintaining, and future distribution of your wealth over time. This written plan serves as your anchor, guiding your financial decisions so you stay on course. It is important to regularly revisit a wealth management plan so it always aligns with your circumstances.
Investment Management
After thoroughly reviewing your current investment strategy, together we will formulate an investment management plan that fits your age, financial capabilities, and your short- and long-term goals.
Retirement Planning including Retirement Income Planning, Social Security, and Medicare Planning
Your life’s wealth accumulation deserves to be allocated and cared for in the best way possible to work for you. I’ll assess your retirement income strategy and explore all the options available to you for your Social Security payouts and your Medicare choices.
Estate and Philanthropic Planning
I will happily partner with other professionals on your team to create the most effective way to pass your wealth on to the next generation. I will work with your estate planning attorney and CPA to optimize your assets and honor your wishes.
Tax Planning
There are ways to manage tax obligations that promote saving your wealth or promote depleting it. I will work with you to help ease your tax burden in a comprehensive way. Taking your entire income picture into consideration, I determine the best path forward based on criteria including your risk tolerance, aspirations, and income needed. I can also collaborate with your CPA to implement the right tax strategy for you.
401(k) Planning for Business Owners:
I’m here to be your guide in the area of 401(k) planning for your employees. When you offer your employees retirement and healthcare plans as benefits, you are giving much more than a supplement to their paychecks. You’re providing foundational stability to shield themselves and their families from unexpected events as well as preparation for their future.
