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Effective Processes & Solutions

Discovery

Everyone is unique. We take the time to get to know you. We seek to understand your immediate needs and long-term goals.

Recommendation

We analyze your personal and financial information, identify obstacles to your goals to build a plan and portfolio of investments suited to you.

Implementation

Our experienced team works closely with you to implement your plan and attentively answers any questions you have.

Review

Ongoing communication with you is vital. The markets and your circumstances will inevitably change.  We keep a close eye on your assets, communicate with you regularly to assure your strategy still meets your objectives.

Service

Service

Larrabee Wealth Management is a part of Benjamin F. Edwards, a full-service brokerage firm. We are not bound by proprietary products giving us the ability to build your portfolio and meet your needs objectively.

Comprehensive Financial Planning

Complete goal analysis 

Retirement income projections

Estate planning strategies

Legacy & wealth transfer planning

Robust, interactive, digital financial goal plans

Investment Management & Strategy

Access to premier investment management firms 

Investment strategy development 

Custom mutual fund and exchange traded** fund strategies 

Client-directed and discretionary private portfolio creation 

Increasing dividend*** equity investments

Strategies for managing tax impact*

Products Tailored to Your Needs

Small business investment banking 

Education planning 

Insurance & Annuities 

Concierge Service Levels

Experienced and dedicated support team standing by to assist in all areas of plan implementation  

Real-time account access and performance on our app for mobile and web

*Benjamin F. Edwards does not offer legal or tax advice, therefore it is also important to consult with your legal or tax professional for additional guidance tailored to your specific situation.

**Exchange Traded Funds and mutual funds are sold by prospectus only. Please consider the investment objectives, risk, charges and expenses carefully before investing. The prospectuses, which contain this and other information, can be obtained from your financial consultant. Read the prospectus carefully before investing.

***Dividends are not guaranteed, and can be increased, decreased or totally eliminated at any point without notice.

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