For Families And Individuals
We have had the privilege of guiding generations of clients, applying a consultative approach to managing the complexities that accompany wealth. Our offerings reflect the distinct needs of the families we serve, including coordination with other professional advisors such as CPAs and attorneys to help ensure our service is in harmony with all aspects of your life.
From private wealth management to customized estate planning and wealth transfer, you can turn to us for comprehensive financial planning and leading-edge resources. Our access to technology, research and specialized knowledge allows us to nimbly adapt to your needs and objectives.
You've spent a lifetime building a legacy. Let our prudent approach help you make the most of it.
- Wealth & Investment Management
- Insurance & Annuities
- Legacy Planning
- Wealth Transfer
- Risk Management
- Education Savings Plans
- Tax Advantaged Methods
Business Owners & Consultants
As a business owner, you’ve built something you care about – and you want to see it last. We understand. We’re well-versed in the challenges and opportunities before you. As your financial guide, we help you further your own brand of success by giving you the confidence to focus on what you do best.
You’ve honed the skills necessary to prosper in the marketplace and lived the unceasing commitment that is running a business. Like all business owners and entrepreneurs, you’ve learned that your personal and professional lives may intertwine in ways you had not anticipated. As your guide, we help you see all angles of the bigger picture – important things like passing on a legacy to the next generation and helping to ensure your workers have options for retirement planning.
We help you cut through the complexity of your financial situation to create, implement and manage an all-encompassing plan designed to pursue your goals – personally and professionally. Our strategies capitalize on our deep resources and insightful analysis and are customized to your needs. The result is a balanced plan interwoven with the details of how you picture your life.
- Business Sales and Valuations
- Business Succession
- Key Employee Protection
- Executive Compensation
- Retirement Plans
- Personalized Wealth & Investment Management for Business Owners
- Risk Management
As an executive, you spend your time and energy between the office and home, with little to spare. You know your personal portfolio deserves that same level of dedication and high-level thought. With us as your partner, we strive to give you the confidence of knowing we are guiding you on the straightest path to your financial objectives.
Between the demands of leading your company and the complex nature of your personal finances, it’s only natural to want to ensure your assets are in order and working as hard as you do. So we’ve created an efficient, consultative process to evaluate your case individually and tailor holistic strategies around your specific circumstances.
We understand the challenges you face, such as finding solutions for concentrated stock positions and strategies designed to protect your family and your legacy. Our experience extends to all types of executive transactions, equity-based compensation, company trading policies, and regulatory requirements that impact transactions in company stock. We offer personalized guidance on these important issues and more – allowing you to focus on what matters most.
- Executive Transactions
- AMT Tax Avoidance Strategies when Exercising Options
- Cashless Stock Option Exercises
- Hedging and Monetization for Concentrated Equity Positions
- Tax Planning
With retirees living longer, more active lives, it’s essential for your retirement plan to work for you, helping you enjoy the life you’ve envisioned while also mitigating risk that could make your nest egg vulnerable. We help pre-retirees and retirees overcome the challenges of such a profound lifestyle change.
Working together, we talk about what you need and want your money to do for you and assess the likelihood that you’ll be able to achieve these goals. If you have to make tradeoffs, we help you there, too, showing you how small compromises might make a big impact over the long term. We also talk about the things that concern you, and strategies that can help alleviate those concerns. As your lifestyle changes, we update your financial plan to keep you moving in the direction you want to go.
We also strive to ensure that your wealth passes in the most efficient way to your heirs and philanthropic endeavors through estate and legacy planning. With our help, you have a full range of resources at your disposal.
- Retirement Income Planning
- Social Security Optimization
- Estate and Legacy Planning
- Tax Planning
- Distribution Strategies
- Healthcare Planning
- Long-Term Care Costs