Personalized Services

We are committed to providing each of our clients with the highest level of personalized service and confidentiality. Client communication and understanding is the key to the achievement of expected investment results. The creation of a successful investment strategy requires a comprehensive understanding of a client’s financial picture. Hence, whether we are stewarding all or a portion of our client’s investment capital, we make every effort to take their total asset base into consideration. In this way we can construct an investment program that is not only effective on its own, but that is fully consonant with the client’s broader financial structure.

At Moody, Lynn, Lieberson & Walker, we try to be thoughtful not just about the quantitative, but also about the many other qualitative elements that can play into a client’s financial decisions. Our comprehensive approach enables us and our clients to identify the most favorable opportunities as well as the impact that specific decisions may have on their future. We partner with our clients to design and execute customized holistic strategies that will positively affect our clients, their families and future generations. To that end, we have a team of wealth planning specialists that will work with you and your outside advisors in the following areas where applicable:

  • Estate Planning/Multi-Generational Planning
  • Asset Protection
  • Income and Estate Tax Planning
  • Life Insurance Analysis and Planning
  • Property and Casualty Insurance Evaluation
  • Cash Flow Analysis
  • Retirement Planning
  • Education Planning
  • Philanthropy