Comprehensive & Integrated Strategies

PAL has the experience, skills and resources to offer our clients a breadth of services and solutions to meet their unique needs. Our clients benefit from the collective knowledge and wisdom of a diverse group of team players. We are not simply financial planners. We are wealth managers who strive to add value to the overall well-being of our clients. In areas that require additional expertise, we introduce our clients to trusted specialists who supplement our advice. We serve as a single point of contact to ensure client financial decisions are well-integrated with their lifestyle decisions.

Financial Planning

We believe wealth management is only as good as the plan it follows. We conduct a complete assessment of a client's financial objectives and life goals to develop a holistic plan to meet their multi-level needs.

  • Spending analysis
  • Charitable planning
  • Tax coordination
  • Retirement analysis
  • Stock option analysis
  • Insurance analysis

Portfolio Management

Once a plan is developed, PAL will present a portfolio that aligns with each client's specific risk/reward profile. Investments, through Silver Oak Securities, are then monitored to capture opportunities while continuing to minimize risk.

  • Strategic and tactical portfolio management
  • Manager selection and monitoring
  • Risk management
  • Traditional and alternative investment research
  • Quarterly performance reporting