We make it our goal to add value through a strong client-advisor relationship and by providing each client with access to the best financial resources available in the marketplace. Our team focuses on helping a select group of families, corporate executives, and retirees manage all aspects of their financial lives. For clients’ this may encompass everything from implementing tax-efficient strategies for concentrated stock positions to retirement and educational planning. We work with you to develop a plan to grow your wealth, preserve your wealth, and distribute your wealth during your and your heir’s lives in the most prudent manner.
We initiate our planning-based discussion around your financial needs, short and long-term objectives, time horizons and risk tolerance. By customizing a wealth management plan, our goal is to maximize your potential for achieving your financial objectives. We often partner with tax and legal advisors to develop tax-efficient strategies that can optimize your financial situation.
Once your wealth management plan has been implemented, we will review your plan's progress with you to make certain that the strategy remains aligned with your overall financial needs. By having a plan and a process in place we are less effected by extraneous event driven decisions. The plan helps our clients to stay disciplined.
