BondStreet is a Wealth Management firm. We are not here to sell you stocks and bonds. Our job is to take your investable assets, put them into the appropriate model portfolio and make your account grow over time to the best of our ability with the least amount of taxes and fees assessed. We’ll do what we do best so that you can spend your time doing the things that you enjoy the most.

We provide Financial Planning, but do not sell Financial Plans. We don’t offer packaged financial plans because they quickly become out-dated and most clients don’t read them anyway. Many firms use free plans as a hook to attract clients, but it is usually just a computer-generated report based on information provided by the client. We find that it is much more helpful to sit down on an ongoing basis with our Investment Advisors who are trained in tax law, estate planning, and investments.