is an independent, fee-based comprehensive wealth management firm providing One Vision for Your Financial Future.
We distinguish ourselves in the following ways:
As a Registered Investment Advisor, it is our legal fiduciary duty to always act in the best interest of our clients. Therefore, we do not charge hidden fees,we are not paid based on up-front mutual fund commissions and we have the freedom to select the proper investment strategies for our clients.
Because of our affiliation with Bauer Evans, CPA and National Advisors Trust we are able to service our clients complete financial future. At BondStreet Wealth, we offer our clients:
Trust and Estate services
Pension and 401(k) management
One Integrated Plan
Our breadth of services allows us to develop and maintain a cohesive, integrated plan for your financial future. With the use of our proprietary Life and Legacy Planner, we help our clients bring order to their financial, familial and final affairs by setting and tracking goals, putting the necessary legal documents in place, preparing for retirement, succession planning and sharing final wishes in order leave a lasting legacy for their families.
We use a global asset allocation strategy that actively seeks out undervalued segments of the financial markets to create properly diversified, sophisticated portfolios to help you achieve your financial goals.