Wealth Management + Investment

As a full service firm, the current legislative and market climates, as well as the tax, estate, risk, return, and cost implications for each investment are all taken into consideration. A unique, comprehensive approach of providing a team of Investment Advisors, Financial Planners, Insurance Advisors, Accountants, Registered Tax Preparers, and Attorneys helps clients meet their personal and professional goals. All aspects of enhancement, protection, transfer, and donation of clients’ wealth are all facilitated.

As an Investment Advisor Representative under Cape Investment Advisory, Inc., our Investment Advisor Representative is not limited to specific investment products. This relationship affords the opportunity to provide the best investment solutions available without bias. This flexibility allows us to incorporate two, key investment concepts: broad diversification to hedge against an uncertain future and adequate liquidity to deal with the unexpected.

Wealth management varies from person to person. We focus on discovering and achieving what matters to you, providing distinct solutions to address the financial complexities in your life, and keeping those solutions relevant over time.

We believe the volatile tax, estate, and investment landscape is critical in every investment consideration.  Some questions that must be addressed while determining your optimal investment portfolio include:

• What is your risk tolerance?
• What are your retirement objectives?
• What are your investment goals? 
• Is your current portfolio appropriate for the changing economic and legislative landscape?
• Are there newer investment products affording better features, returns on investment, and/or flexibilities?
• What are the financial rating of your current mutual funds, stocks, bonds, and/or annuities?
• What are the costs associated with your portfolio?
• Is your portfolio diversified?
• Will you have enough income in retirement?

Offering an advisor relationship built on trust and integrity, Jamison R. Banna, as an Investment Advisor Representative, provides wealth management to individuals, families, corporations, qualified retirement plans, partnerships, not-for-profits—in fact, anyone with a desire to pursue long-term financial objectives. Discover a place where the process is understandable and you feel invested in both the process and the outcome.

Investment Process

Enhancing Wealth
Offering a comprehensive approach our Investment Advisor Representative acts in your best interest. Jamison R. Banna applies an active investment approach, tailoring your portfolio's acceptable risk level and its expected returns according to your personal preferences, goals, and circumstances. He seeks broad diversification and assists with appropriate asset location between taxable versus tax-advantaged accounts.

Protecting Wealth
Your financial goals span a lifetime or even generations, so it is important to prepare for uncertain events that can possibly derail your overall strategy. Once our advisor has defined your long-term objectives, his role expands to identifying potential threats to your success and implementing protection against them. His approach to wealth protection is thoughtful, deliberate, and highly individualized. Effective planning is achieved by considering and exploring concerns related to managing the effects of taxes, inflation, and market fluctuations; privacy, security, and legal actions; property and casualty losses; business continuation; and legacy creation and protection.

Transferring Wealth
Many people identify leaving a legacy as one of their most important life goals. However, successful wealth transfers after a person’s demise are difficult to obtain and effective family communication tends to be minimal. Jamison Banna provides resources to assist with financial management and estate planning details. He also offers guidance on critical, personal dynamics representing the key to success in multigenerational wealth transitions.

Donating Wealth
The true value of philanthropy lies in the meaning it brings to those both giving and receiving. Ongoing legislative reform may afford existing and new opportunities for charitable giving to play an increasing role within your tax planning efforts. Keeping abreast of the latest regulatory changes adds value to your charitable pursuits and intent. If your goals include a philanthropic component, Jamison Banna will carefully integrate it as a key component in your overall strategy.