Our clients require comprehensive, integrated and objective advice. We scale our services to meet your needs, whether you require investment management and planning as a retiring business owner or a full suite of family office services for a multigenerational family, where we can provide family meetings and education, trust and estate reviews or tax planning.
Comprehensive Wealth Management
Our personalized approach to wealth management is designed to optimize your resources, so your wealth can grow and endure over time. We provide deep financial planning with ongoing, ‘high touch’ financial management and support. Our wealth management services include all of the items below:
Investment Management
focus on tax efficient and consistent results leveraging the best of both active and passive strategies
Trust & estate advice
review estate plan, collaborate with attorneys, introduce trustee services as appropriate
Tax Strategy
analyze and optimize a portfolio to minimize taxes, work with your accountant to implement tax saving strategies
Philanthropic solutions
facilitate charitable giving by helping donors clarify their values, mission and goals, reviewing options and translating this into action
Education & Family governance
prepare future generations to appreciate and respect capital through financial planning education and advisement of best practices
Guidance and resources
access to broad range of services and experts including investment credit lines, financing, insurance, real estate, art (estate evaluation/disposition planning at death) and other special interests
Wealth Accumulation - Investment Management Focus
For those in the wealth accumulation phase of their financial lives, we provide guidance with goal setting, identifying a proper asset allocation, investment selection implementation and oversight, and annual reviews. Clients receive monthly reports and educational articles to reinforce and help build long term positive personal finance habits. Financial planning is included with this service, at no additional cost.
Financial Planning & Consultation
We can craft independent, customized financial plans, without having an ongoing investment management relationship. We take a thoughtful, comprehensive approach to planning. The size, scope and complexity of the plan will vary dramatically based on your personal financial situation.
To learn more about how we work with you please reach out to us to schedule a meeting. Our clients value sound advice and building long term, mutually beneficial relationships.