You want a wealth management firm who not only looks out for your best interest, ahead of their own – but one that communicates effectively with you on a personal level.
You want to feel secure that you know you have a financial plan in place. One that provides the best path to achieve your goals for you and your family.
Addressing Your Financial Voyage
“No wind serves him who addresses his voyage to no certain port.”
– Michael de Montiagne, French philosopher/writer, 1533-1592
Acquiring and managing wealth is a voyage of years, decades, and whole lifetimes. Properly pursued, it is a voyage with a destination – a port – and it is a voyage requiring professional hands on the wheel to capitalize on favorable winds and minimize the threats of stormy seas.
Wealth Management and investment counseling is the sole work of Calvert Investment Counsel. This is our story.
Expertise, resources, partnerships: The distinguishing difference
Individuals and families focused on creating and preserving wealth have successfully partnered with Calvert Investment Counsel for two decades. But neither past experience nor longevity is a sound enough reason alone to enlist the services of a wealth management and investment advisory firm.
What should count are the firm’s professional competence, broad resources, and ability to partner with clients in developing financial plans and tackling challenges to meet clients’ life goals. Based on those criteria, Calvert certainly has earned the confidence of its clients, accounting for a remarkable loyal clientele based in Maryland.
These hallmarks of Calvert’s plan-based approach to wealth management and the firm’s distinctive investment philosophy include a firm commitment to client communications. Simply put, Calvert delivers and Calvert communicates.
Calvert Investment Counsel Snapshot:
- Founded in 1988
- Inpedendent (unaffiliated with any broker-dealer or financial institution, thus ensuring objective advice)
- Fee-only registered investment advisor
- Staff professional with 100+ years of investment experience
- Core services
- Financial and retirement planning
- Investment management
- Estate planning and trust services
Here’s The Next Step In Your Voyage
The team at Calvert Investment Counsel looks forward to discussing your life goals to learn how we might work for you and your family via a comprehensive, custom financial plan and a distinctive investment proves that treats all aspects of your financial and retirement concerns.
You are on a voyage, and it would be a privilege for us to help you reach port. For a no-obligation conversation and review of your financial goals and current investments, please contact us in the way that’s most convenient for you:
Online: click here
We are located in Hunt Valley, Maryland