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 | Thursday, April 20, 2017 10:00 am

Financial Spring Cleaning: Which Documents to Save and Which Papers to Toss

If you're engaging in a little financial spring cleaning this year, consider scanning your records and storing them electronically. Specific rules may vary depending on the asset, transaction or expense but generally, you want to make sure that your electronic records are as accurate (and legible) as your paper records and easily accessible.

By | Tuesday, April 18, 2017 10:00 am

Financial Spring Cleaning: Are you Asking for Trouble with Paperless Credit Card Statements?

 

When it comes to tracking your spending, credit card statements are often a crucial (but mundane) part of that. It is by combing through statements where you might catch billing mistakes or spot mysterious charges that could indicate fraud or identity theft.

By | Thursday, April 13, 2017 9:56 am

Filing for an Extension on your Taxes doesn't Necessarily Mean an Audit. Here's Why

What should you do if you can't finish your tax return on time of if you don't have the money to pay your taxes now? There is a common belief that you should be among the masses filing by the April deadline so you don't draw attention to yourself from the IRS and bring on an audit.