%

of investors do not completely understand the fees they are being charged by their advisor

Source: State Street Global Advisor’s Survey

Our Clients

The individuals and families we serve come to us for many different reasons. Regardless of the specific motive, what our clients have in common is a desire to work with a partner on their financial future; someone who not only has the expertise to help guide them, but also provides a personalized experience.

 

Because every client is unique, we tailor our work, services and relationship accordingly. The common thread that runs through all of our client interactions is that we do what is in the best interest of our clients – our goals and interests are aligned with yours. Ultimately, we want the same thing you want – the peace of mind that you can accomplish your life’s most important goals.

Because every client is unique, we tailor our work, services and relationship accordingly. The common thread that runs through all of our client interactions is that we do what is in the best interest of our clients – our goals and interests are aligned with yours. Ultimately, we want the same thing you want – the peace of mind that you can accomplish your life’s most important goals.

Are We A Good Fit?

We work with a wide range of clients who are serious about preserving or growing their wealth. Many clients, while successful, have reached a point or experienced an event where they need additional guidance. Whether you need to create your financial vision, review your portfolio, or address a specific issue or life event, we can provide the assistance you need.

Business Owners

For Business Owners, we understand the demands your business places on your time and resources.  The amount of your wealth invested in your business should be a major consideration in managing your overall objectives and risk. This is where professional expertise often becomes your competitive advantage. We can help you with:

Family Wealth

We recognize that family dynamics play a role in the management of your wealth. That’s why we work with multiple family members to ensure needs are being met. Preparing inheritors to ensure the continuation of a family’s legacy, family business or family capital is an important element of what we do. We help the entire family with:

Corporate Executives

Corporate Executives often have sophisticated and complex benefits packages that require careful and thoughtful navigation to ensure that those benefits are being maximized. This increases the complexity of the support they require. In addition to the typical planning issues, we can help with the following:

  • Succession planning
  • Risk management
  • Retirement planning
  • Estate planning
  • Multi-generational estate planning
  • Legacy planning
  • Philanthropy
  • Family CFO services
  • Facilitating conversations about family dynamics and wealth
  • The development, education and support of the next generation
  • Impact of company stock holdings on overall asset allocation and retirement plan
  • Non-qualified stock options, incentive stock options and restricted stock
  • Estate planning issues related to executive benefits
  • Maximizing life insurance and deferral opportunities
Business Owners

For Business Owners, we understand the demands your business places on your time and resources.  The amount of your wealth invested in your business should be a major consideration in managing your overall objectives and risk. This is where professional expertise often becomes your competitive advantage. We can help you with:

  • Succession planning
  • Risk management
  • Retirement planning
  • Estate planning
Family Wealth

We recognize that family dynamics play a role in the management of your wealth. That’s why we work with multiple family members to ensure needs are being met. Preparing inheritors to ensure the continuation of a family’s legacy, family business or family capital is an important element of what we do. We help the entire family with:

  • Multi-generational estate planning
  • Legacy planning
  • Philanthropy
  • Family CFO services
  • Facilitating conversations about family dynamics and wealth
  • The development, education and support of the next generation
Corporate Executives

Corporate Executives often have sophisticated and complex benefits packages that require careful and thoughtful navigation to ensure that those benefits are being maximized. This increases the complexity of the support they require. In addition to the typical planning issues, we can help with the following:

  • Impact of company stock holdings on overall asset allocation and retirement plan
  • Non-qualified stock options, incentive stock options and restricted stock
  • Estate planning issues related to executive benefits
  • Maximizing life insurance and deferral opportunities