WHAT WE DO
We are client-focused and process-driven. We believe that keeping clients informed and empowered is essential to helping you grow and preserve your wealth.
We start and end our process with planning – it is the cornerstone of any investment recommendation and starts with a candid conversation about your goals and objectives. Through our own analysis and collaboration with the team, as well as your other trusted advisors (i.e. accountant and attorney), we present recommendations that align with your aptitude for risk and timeline. We regularly monitor and review progress toward your goals, not to an arbitrary index. We hold the highest standard of care and act as a fiduciary for you.
We believe that investing in clients means getting to develop a relationship with kids, grandkids and causes that are important to clients.
OUR SERVICES INCLUDE:
In addition to the areas of insight listed below, we focus on:
- Tax Minimization Strategies
- Charitable Planning
- Education Planning
- Liability Management