Working together in the way that works for you

Asset Reporting & Access

Real-time, password protected access to your account holdings through Fidelity custodial website or phone
On-line access to your quarterly integrated-performance reports for your Nauset accounts (including held-away assets)
On-line access to quarterly market commentary
Monthly account position reports available by email/mail from Fidelity

Client Meetings

We communicate with you based on your preferences
In-person, via phone or video conference
Quarterly updates at client’s request
Minimum annual review recommended

On-call for You

We work with you, on your schedule
Whether you have question about your portfolio, the markets, or other financial matters we are available to you via phone, email and text.

Client Cases

Case #1: Life transition

Client:

Woman in her mid-40's

Situation:

Client's spouse passed away

What We Did:

Nauset helped with life insurance claims, retirement assets transfers and estate issues. We developed a new financial plan to evaluate her new situation and advised on how new job opportunities would affect her social security death benefits.

Case #2: Career Transition

Client:

Family of four

Situation:

Restructure financial plan after job change

What We Did:

Nauset reworked the client's financial plan after a job change with a vastly different compensation structure. The new plan included revisions to major action items like annual savings targets, changing investment portfolio risk parameters as well as different retirement timing scenarios.

Case #3: Investment Industry Professional

Client:

Distressed Debt Manager

Situation:

Create investment portfolio and develop college plan for four children

What We Did:

We developed a balanced portfolio to fit the client’s unique risk profile while incorporating several alternative investments and compliance restrictions. We set goals and savings targets within a tax-advantaged college planning strategy.