Broker Check

Our Investment Approach

holistic – adjective      ho-lis-tik

“characterized by the belief that the parts of something are intimately interconnected and explicable only by reference to the whole." – Oxford English Dictionary

Main Street Private Advisors takes a truly holistic approach in developing and monitoring our clients’ plans and investments.

It doesn’t make any sense to begin a journey without preparing for anything that may arise on the way to one’s destination. Likewise, what good does it do to work toward accumulating wealth without having the important things in place to preserve and protect it along the way? Important components such as a Will, Insurance, different types of Trusts, are just some of the things that need to be in place before any investment is made. At Main Street Private Advisors we believe that everything begins with a formal financial plan. We view the plan as the foundation that will prepare and guide our clients on their personal journey aimed at achieving both their financial and personal goals. Like all foundations the plan must be built from the ground up and on a solid footing. Any foundation built on less than solid ground is fraught with the risk of crumbling.

Our advisors have solid and long-standing relationships with experienced and proven professionals in the fields of estate planning, insurance, elder care, taxes, and all categories of law including family law, business law, personal injury law, and employment law, to name a few. Our strategic partners stand ready to provide their expertise and all initial consultations are without cost.