Our Relationship
with You is
Comprehensive

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.

Wealth Management

In today’s complex financial world, many investors face important matters that are related to the management of their investments. As a team, we leverage our years of experience to uncover your potential needs in each of these areas and deliver an individually tailored, well-conceived, long-term plan and separately managed portfolio based upon your plan’s objectives. It is important to note that we do not charge an additional fee for this in-depth wealth planning.

Financial Planning

Whether you are concerned that your assets last your lifetime, or that of future generations, we believe that it is important to build a personally tailored financial model of your assets. This model will include all of your finances, including such factors as debt, 401(k), stock option strategies, education funding and real estate holdings. From this wealth planning model, our team can make assumptions and projections to “put the odds in your favor” of reaching your long-term goals.

Build and Plan

Our team works with you to build a model that identifies your lifestyle/financial goals and build a road map for your future:

  • Cash flow analysis
  • Education funding
  • Retirement funding
  • Debt funding
  • Lifestyle goals
  • Philanthropy

Rate of Return

The results of your Financial Modeling will identify:

  • Your personal Required Rate of Return
  • Your Risk Tolerance
  • Future Lifestyle Changes
  • “What if” Scenarios

Your financial plan will be updated and managed throughout our relationship

Tax Guidance

Because we are involved in your overall financial picture, we often provide tax guidance. This may include ideas and strategies to enhance pre-tax savings, write-offs or tax matters related to your investment portfolio. We do not, however, complete or execute tax returns.

Estate Planning

Since your estate plan should coordinate with your asset base, we take time and care to ensure that your plan is in place and up to date. We have professionals on staff who are familiar and can assist with these matters. This process often involves your estate attorney or the introduction of a new professional.