As an independent, fee-only registered investment adviser, we provide a wide spectrum of advisory and investment services to help you make a mark throughout your life and through your legacy.
We go beyond the numbers and strategize to help ensure your wealth aligns with your goals for you to grow and prosper. And we offer the strength of on-staff specialists – investment professionals; CPAs and CFP®s; tax and estate attorneys; experts in cross-border planning and charitable giving – to address your specific needs and complex issues.
Financial Planning & Critical Analysis
While most people want to make smart financial decisions, sometimes their actions do not align with that intention. Leveraging broad financial expertise, we provide critical analysis, strategic recommendations and the steps you need to take to feel confident in your financial future. As time passes, we partner with you to help ensure your financial plan evolves right along with your life challenges and goals.
Investment Management
We have found that the average investor values his or her investment portfolio based only on return. But that is only part of the picture. Our firm assesses both risk and return – and we have developed an innovative process that addresses the key drivers of appropriate portfolio allocation. Whether you are focused on long-term growth, short-term liquidity or creating portfolio stability in volatile markets, our process provides you with peace of mind through all market cycles as we work toward your financial goals.
Tax Strategy
Effectively managing income taxes is only one important component of your financial picture. The reality is that many other types of taxes can impact your financial well-being. We work with you to create the best possible tax plan, one that identifies all possible opportunities for cost savings and wealth creation. We also review a broad range of other purchasing and life decisions to identify additional opportunities to protect your wealth through effective tax strategy.
Risk Management
In our experience, clients often are unaware of the many key areas of personal risk management, and this lack of awareness can leave their lives open to the risk of unforeseen events. Through our innovative process, we analyze your unique set of circumstances to identify the personal risks you face, so we can determine the appropriate types and levels of insurance coverage you need. Our open-architecture approach to risk management also enables us to work with virtually all insurance companies, so regardless of your needs, we can help find the best company to offer the best product solution for your situation.
Estate Planning & Wealth Transfer
Every family has its unique dynamics, challenges and values, and proactive communication among family members is key to effective wealth transfer from one generation to another. We lead your family through a personalized process to facilitate dialogue about often-complicated financial situations, so each family member can feel empowered to serve as an effective steward of your family’s resources.
Legacy Planning & Philanthropic Giving
We have a tremendous passion around helping to ensure that you can invest – and make a difference – well beyond your own lifetime in the people, causes and organizations you value most. Whether you want to maintain your family's tradition of giving back or ensure ongoing support for specific non-profit organizations, we create financial plans that help you maximize the impact of your legacy.
