Our Service Commitment
1776 Capital Management Group assists successful individuals and families in the creation, execution and monitoring of their financial plans. These plans include regulating and evaluating retirement goals, creating investment plans for educating children and/or grandchildren, plans for transitioning wealth most effectively to families and other heirs, and establishing benevolent legacies. These core components combined with many other unique planning tools allow us to tailor our efforts to meet individual client needs.
We work together with our clients to ensure that each investment plan is constructed by taking a strategic approach, using our client's definition of success and fulfillment as the basis for our decision making process.
One of our greatest strengths is our belief in an objective planning process. While not all of our clients need a written, comprehensive investment plan, we believe everyone can benefit from our methods. In addition, annual reviews give us the opportunity to make any adjustments necessary to keep pace with the ever-changing needs of our clients. As a client of 1776 Capital Management Group, please expect:
- Professionals who listen to what you want, understand your specific needs and recommend objective, meaningful strategies
- A concise and comprehensive investment plan
- To be educated about the purpose of your accounts and the specific investments we recommend
- A portfolio designed to navigate through all economic environments with responsible diversification of assets
- Regular updates regarding investment plan status
- Support from a team that is recognized for earning client confidence, satisfaction and trust
- Professional, prompt and courteous service at all times from everyone on our team
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