Our Services


We structured our firm to be different in its approach to wealth management. We believe that wealth management is both an art and a science. When done properly, it can help solve problems and open doorways to new opportunities.

We provide a spectrum of services while developing trusted, long-term relationships with our clients. Every client has unique financial goals and circumstances. With this in mind, we offer three levels of service — wealth management, investment advisory, and family office services.

Descriptions of types of clients and illustrations of tailored solutions. 



Wealth Management

Investments

Financial Goal Setting and Projections

Cash Flow Planning

Strategic Tax Planning

Risk Management

Wealth Transfer Planning

Philanthropic Planning

Coordination of Outside Advisors

Document Vault

Transition Planning


Investment Advisory

Investment Policy Design

Tactical Asset Allocation

Investment Selection and Implementation

Tax Efficient Management

Performance Reporting


Trust and Family Office

Wealth Management

Intergenerational Wealth Transfer Strategies

Family Governance and Education

Family Meeting Facilitation

Strategic Philanthropic Planning

Trust Services