Our clients are a diverse group ranging from individuals and families to businesses. We recognize the differences in the lives and business of our clients and we are committed to providing personal financial guidance.
We are well-versed in the singular challenges faced by endowments and nonprofits, and understand the responsibilities required to manage significant assets, while adhering to your organization’s mandate. We also understand the importance of your work and your desire to uphold your foundation’s mission in the years to come.LEARN MORE
We have had the privilege of guiding generations of clients, applying a consultative approach to managing the complexities that accompany wealth. Our offerings reflect the distinct needs of the families we serve, including coordination with other professional advisors such as CPAs and attorneys to help ensure our service is in harmony with all aspects of your life.LEARN MORE
As a healthcare professional, you’ll need personal and professional financial guidance as you build and grow your career. You’ve worked hard to care for others, as have we. We understand your unique needs to protect against liabilities and other risks; preserve your assets from excessive taxes; mitigate the effects of healthcare cutbacks; manage education debt and, finally, pursue financial independence. You also have other priorities to save for – a home, a family, retirement – while facing healthcare reform, rising malpractice premiums and reduced insurance payouts. We understand the unique financial issues you face and why it’s more important than ever to make smart financial decisions now to prepare for the future.LEARN MORE
With retirees living longer, more active lives, it’s essential for your retirement plan to work for you, helping you enjoy the life you’ve envisioned while also mitigating risk that could make your nest egg vulnerable. We help pre-retirees and retirees overcome the challenges of such a profound lifestyle change.LEARN MORE
Receiving a substantial sum of money presents opportunities, but also challenges. This contradiction extends to the emotions you may feel after a windfall, whether through inheritance, the sale of a business, lottery, divorce or a legal settlement. That’s why it’s important not to rush into anything. As your experienced guide, we give you the time needed to acclimate to your new situation and face crucial decisions with clarity of mind.LEARN MORE
We are a women owned practice of financial advisors with 50 years of collective experience. We’ve been through or seen it all at one point in our lives and careers: single, married, widowed, divorced. We’ve been mothers, daughters, sisters, and caregivers.
Working with women to tend to their financial lives has always been a major focus of our practice. We help with all aspects of financial planning, saving and investing for retirement, and estate and family issues. We believe it is imperative that women be prepared to take control of their financial lives now or in the future since as many as 90% of women will be responsible for their finances at some point in their lives. We help our clients become confident decision-makers with careful planning and ongoing education. Some of our clients are as interested in investing and financial matters as we are but many are not. We know what it’s like to be thrown into something you’d rather not have to deal with and our best advice is to be as prepared as you can and get help when and where you can.
We take the time with our clients to help them understand their statements and reports and get to know them and their needs from us as advisors. We hold hands. We do monthly educational calls when they are requested. We will spend as much time with you as you need. Most importantly we will make sure you are prepared and informed and on the right track. We are here to help.LEARN MORE