Services:

Developing Client Objectives – Trust and Reliability
To determine what you “want to happen,” the professionals at Main Street Research are committed to understanding your expectations and applying them to a carefully developed, long-term strategy. Our communicative style makes it possible for you to have successful investment results and a personal, responsive client/advisor relationship.

Upon initiating a new client relationship with you, we take the time and care to understand your specific needs, concerns and goals. From this thoughtful two-way dialogue, we develop tailored investment solutions and results. Since we believe a true understanding of your wishes comes from careful listening, we purposely serve a limited number of clients. With the confidence that your goals can be reached, you are able to pursue personal and professional interests, knowing that all aspects of your investment and financial affairs are being coordinated and managed in your best interest.

Wealth Management and Planning – Experience and Resources
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 objectives. It is important to note that we do not charge an additional fee for this in-depth wealth planning.

• Wealth 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.
• 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.
• 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.