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

From Our Blog

By | Friday, June 16, 2017 8:37 am

Why Kids Should Stash Summer job Cash in a Roth IRA

A summer job is the perfect opportunity for parents to introduce kids to some smart money habits, such as saving. And there's a good case to be made for putting at least a portion of each paycheck in a Roth individual retirement account.

By | Wednesday, June 14, 2017 8:30 am

To Raise Better Kids, Say No

Despite the temptation for parents to say yes to their children's wishes, research shows there's an insidious side to chasing after the newest thing others have. It fosters a sense of deficiency that can never be fully satisfied.

By | Monday, June 12, 2017 1:04 pm

Video: An Introduction to Exchange-Traded Funds (ETFs)

Exchange-traded funds (ETFs) offer investors the ability to diversify over an entire sector or market segment in a single investment. Find out how they are created and what they can do for your portfolio.