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.
As a business owner, you’ve built something you care about – and you want to see it last. We understand. We’re well-versed in the challenges and opportunities before you. As your financial guide, we help you further your own brand of success by giving you the confidence to focus on what you do best.
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.
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.
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.
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.
Successful businesswoman, entrepreneur, mentor, leader: Whether for your education, career or family, at some point you’ve had to plan to reach your goals. And you’ve likely faced unique financial challenges along the way. We’ve helped our clients confidently turn those challenges into possibilities for a brighter future with proactive planning and investing.