The foundation of The Bardel Latos Group’s advisory practice is personalized, goals-based wealth planning.  We help clients prepare an integrated wealth management plan, implement the plan, and manage the plan in an objective (not emotional) manner.  We manage investments on a discretionary basis and act in your best interests, as a fiduciary.

We use the deep resources of Bank of America and Merrill and align the firm’s best thinking to our client’s individual situation.  Our investment management process is well-defined with a robust approach to portfolio construction. We believe portfolio risk management is just as important as investment return seeking.  Our clients typically entrust us to manage $2 Million or more in assets and are subject to a top income tax bracket.  Consequently, we are focused on tax efficient portfolio management.

We take a collaborative client service approach with two Financial Advisors (planning & investment management) and a Client Associate (administrative needs) servicing each client relationship.  Team members have complementary skills and The Bardel Latos Group is one of only a select few advisory teams with Financial Advisors that hold both the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER (CFP) professional designations.