our services
OUR INVESTMENT PHILOSOPHY DRIVES OUR PRACTICES
WEALTH PLANNING SERVICES
We operate on a fee-based advisory structure, which allows our clients to take advantage of a full range of wealth management services to meet evolving financial needs. Through the collective experience and expertise of our team, we’ve mastered the nuances of financial risk, taxes, liabilities and more. As an independent, family-owned firm, we are dedicated to our clients’ interests.
investment management
A wise investment strategy considers the bigger picture, balancing security and risk to give you the best possible result. We gauge everything from the tax implications of your investment to the degree of risk associated with every decision we make. We work with partners in-house and out to create, design, manage and monitor your portfolio for optimum performance.
FINANCIAL PLANNING
Our complimentary, integrative approach reduces complexity and confusion for our clients. We can–and do– help with everything from budgeting for major purchases like a home or vacation property, to planning for college and retirement, to managing a high-level investment portfolio.
ESTATE PLANNING
Estate planning is critical. Your estate plans should reflect your goals and core values while flowing to beneficiaries in a way that maximizes the investment and minimizes taxes and fees. We work with you to ensure that your wealth will seamlessly transfer to your loved ones, your business, and your chosen charities.
INSURANCE SOLUTIONS
Insurance offers financial protection for your loved ones in times of emergency or tragedy. We will comb through your existing insurance policies to find gaps or missing coverage elements. We will identify ways to make your insurance portfolio financially efficient by reducing unnecessary fees and taxes. Finally, we will suggest additional insurance solutions to ensure that you, your family, and your business are fully covered.
EMPLOYER RETIREMENT
PLAN SOLUTIONS
Your employees are your company’s most important asset, and offering a solid retirement plan can help you attract and retain top talent. We will help you select and implement a retirement plan to signify the value your employees hold and to assure their future beyond their working years. With a good grasp of the current retirement planning landscape, we have cultivated close relationships with vendors that offer cost-effective options for your retirement plan.
ALTERNATIVE INVESTING
For accredited, qualified investors looking to engage in investments outside traditional models such as stocks and bonds, we offer alternative investment options based on key financial attributes such as income, cost, or tax efficiency. Traditional investors have limited access to these options, which include hedge funds, private equity, distressed debt, and real estate opportunities.
