A Fresh Perspective for Managing Wealth

To manage wealth thoughtfully, we believe it’s essential to have a big picture view. For each client, we gather all of the details to help balance investment, insurance, estate and tax planning decisions as part of a comprehensive financial plan. This includes coordinating with your outside professional advisors, such as your accountant and attorney, to ensure your financial plan stays in step with your life. That plan then guides the construction of a custom investment portfolio based on your goals, calibrated to your risk tolerance and time horizon.

As the quarterback of your financial team, we:

  • Coordinate meetings with all family advisors including CPA and attorney
  • Review estate planning documents
  • Create charitable planning strategies
  • Provide a secure digital document organizer
  • Work with your CPA to provide year-end tax documents and reporting
  • Establish regular communication with you
  • Provide tax-efficient IRA distribution planning

This is only a sampling of the all-encompassing service you can expect from our team, and is based on the complexity of your financial situation. We maintain an open dialogue with you to help you with financial needs both big and small throughout your life.