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

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 | Thursday, July 13, 2017 8:29 am

Where Does the Time Go? You Can Find Out, if You Dare

Finding time is hard. I often think about all the things I would do if I could just find the time. But really, what a crazy thing that is to say. Find the time? Where should I look?

By | Tuesday, July 11, 2017 9:00 am

How to Spend the Last 10 Minutes of Your Work Day

The last 10 minutes of your day can also be the most crucial. It's a time where you can prep for the next day, organize your workspace, sign out of email and reflect on what you achieved in the past eight hours.

By | Wednesday, July 5, 2017 5:32 pm

Experts' Tips for Staying Safe Online

The online world is a scary place -- viruses and malware that steal information make their way onto computers, and hackers hijack devices and demand a ransom to get back stored information. There are safe ways to be online, and security experts say a combination of safe behavior and products help keep users protected.