Wealth Management

Daly & Associates is dedicated to developing lasting relationships with our clients. We offer high net worth wealth management which includes the following services:

  • Independent advice – Lynn is an independent advisor who is not tied to any company or product. Our team prides ourselves on simplified explanations of complex investment concepts.

  • Research and selection of low expense, low turnover securities matched to your target risk tolerance. Recommendations of tax advantaged investments.

  • Ongoing monitoring of your investment portfolio. Review meetings – in-person, phone or via Skype – to review your financial goals.

  • Administrative and paperwork duties on your account. Analysis of account beneficiaries.

  • Coordinate with your other professionals (CPA, attorney, etc.) and proactively provide financial and tax related documents with written consent.

Please call us if you have any questions about our firm or the range of financial products and services we provide.