We provide disciplined financial planning for the professionals, executives, families, foundations and retirees we serve. We derive a great degree of satisfaction from helping such a diverse range of people and their families plan and prepare for the many milestones in their lives. The comprehensive services we offer are designed to address all important and relevant financial matters, among them asset management, estate planning, retirement planning and college planning.
We employ a disciplined and coordinated approach to address the complexities that often accompany the accumulation of wealth. It is customized to your needs and preferences and often involves collaboration with other professionals such as your CPA and attorney – all designed to bring total cohesiveness to your financial life.
Our components of wealth management include:
Foundations and endowments seek an investment approach that is conservative in nature and designed to carefully create growth while preserving assets. We work with investment committees and boards to help them fulfill their obligations to their foundations by assisting with the development of spending plans, determining the most appropriate asset allocation, and selecting and monitoring investment choices.
We help corporations establish and manage their company retirement plans. A well-constructed plan is an ideal way for businesses to attract and retain quality employees, as well as help owners plan and save for their own futures. We can help you develop, introduce and manage a retirement plan suited to the needs of your business and to the people who help make it successful. Most importantly, we work with your valued employees to educate them and help customize a retirement investment program that fits their goals.
Asset allocation does not guarantee a profit nor protect against losses.
