Advisor Services:
Wealth Management and Preservation

At Glencrest, we recognize the complexity of managing your wealth in an environment of risk and uncertainty. The vast array of financial products and strategies to consider adds to the confusion. Our goal is to simplify complicated financial decisions, saving our clients time, energy and resources. You will find our approach unique and highly collaborative. We begin with a thorough review of your financial situation, then discuss your goals and develop a clear path to reach them. We focus on the needs of your family, business and future generations offering wealth management solutions that are objective and comprehensive thanks to the expertise of our professional team combined with a network of trusted and experienced partners.

In investment management, consistent long-term returns cannot be attained by a "hold and hope" strategy of retaining losing investments with the hope of breaking even. Our sell discipline is simple: normally, if a holding declines more than 10% it will be sold. This reduces downside risk and maintains our focus on wealth-building investment strategies. Our approach emphasizes diversification of investment style, permitting our client portfolios to capture dominant themes in the marketplace. This approach has historically led to steady returns with lower levels of risk.