Why C.A.R.E.?
Because you want confidence, trust, and financial security for life when it comes to how you save, invest, and pay taxes.
Objective Advice
As an independent fee-only advisor with no affiliations or conflicts of interest, we believe our advice to you will be objective, not influenced by any broker/dealer, bank, sales contest or any other incentive program.
Fifty Years Experience
With over 10 years of wealth management experience, including successful management through two severe bear markets, we believe we have added significant value for clients during this period.
For over 40 years our associate company, John A. Epeneter, PC, has performed audits, reviews, compilations, accounting, and tax services for a wide variety of businesses and nonprofit organizations.
Expertise
With expertise in tax planning, investment management, college planning, Roth Conversions, IRA rollover and retirement planning, we can offer high-level services and strategies in these and other areas.
Active Management
With a passion for maximizing returns, we constantly review portfolios and the economic and market environment. We are not "buy-and-forget" wealth managers.
Tax Minimization
With a passion for saving taxes, we constantly monitor tax changes and tax saving strategies for individuals, businesses, trusts and estates to find the best customized plans for clients. Results
We have many happy and satisfied clients. Trust
As members of many professional associations, we strive to comply with each set of ethics and standards of professional conduct. These have a lot of common: integrity, honesty, objectivity, impartiality, fairness, competence, avoidance of conflicts of interest, professionalism, due diligence, confidentiality, fiduciary duties, full disclosure, etc. As with other advisory firms, we are subject to audit by the state without prior notice. Transparency
All accounts are separately custodied at a large financial institution giving clients access to their funds and account information at all times. There is full disclosure of all day-to-day activity. Liquidity
All accounts can be converted to cash within the normal 24 hour trading day. We hold no illiquid investments, such as real estate partnerships, hedge funds, or similar third party investments.
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