At Main Street Research, we enjoy a highly personal and professional relationship with our clients and the satisfaction derived from providing a valuable, team oriented service. Our work is provided on a fee-only basis and we do not sell any products or receive any type of commission or finder’s fees. As a result, our interests are aligned with those of our clients.
Since Main Street Research typically manages the bulk of a client’s liquid net worth, we tailor each portfolio to fit your needs and goals and work closely with your other professionals to make it possible that those needs are met and goals achieved. Ultimately, our services may allow you to pursue those things in life that you do best and enjoy the most. Additionally, you are alleviated from the responsibility of having to deal with the demanding tasks of day-to-day money management, and are allowed the confidence that your financial security has the full-time attention of a team of professionals.
Our team works with you to build a model that identifies your lifestyle/financial goals and build a road map for your future:
The results of your Financial Modeling will identify:
Your financial plan will be updated and managed throughout our relationship