Individuals & Families
Regardless of your financial goals, 1620 Investment Advisors can provide the guidance and service level that meets your needs. In all cases, we review with you your investment return goals and risk preferences, income needs, tax considerations, and other special circumstances.
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We work with clients at all stages of life and career development including, but not limited to:
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Individuals Nearing or In Retirement
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Multi-Generational Families
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Recipients of Stock-Based Compensation
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Young Families and Emerging Earners
Management services for individuals and families:
Financial Planning
By assessing your current financial situation and setting realistic objectives, you can create a roadmap that guides your spending, saving and investing decisions. Whether you're saving for retirement, a new home, or your children's education, we can help you stay on track and make informed choices along the way. At 1620, our professionals also have experience in guiding individuals through complicated decisions related to Roth conversions, estate planning, stock-based compensation (options, restricted shares, etc.), diversifying concentrated positions, and more.​​
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Investment Management
The mix among stocks, bonds, cash, and other asset classes is a primary driver of investment returns and risk levels. At 1620, we help our clients identify the correct portfolio construction to fit their unique goals and circumstances using our knowledge of historical asset class return patterns combined with an assessment of current market conditions. We are acutely aware of the impact that fees and taxes can have on returns and we work to develop portfolios that are tax-conscious and can be implemented at reasonable cost.
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Charitable Giving
For many clients, charitable giving is an important part of their annual planning. Through the use of Donor Advised Funds, we can help clients contribute appreciated stock to the charities of their choice, enhancing the tax efficiency of their charitable giving and their investment portfolios.​​