Serving You.

Well.

Our Services

Financial Planning

Together we will identify your values and goals, then create and implement a financial plan to help you pursue them.

INVESTMENTS

We assist clients in developing their investment strategies based on their financial objectives, income needs, and risk tolerance.

RETIREMENT

We will assess your current financial situation, determine the retirement lifestyle for your future, and review the many options available.

ESTATE PLANNING

We will guide your estate planning and gifting strategies so you can provide for those you care about most.

LIFESTYLE

We will partner with you, aiming to help you sustain and grow long-term wealth consistent with your values and aspirations.
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INSURANCE PLANNING

When it comes to life insurance, disability income insurance and long-term care insurance, we will help you determine the type and amount of coverage that is best for you.

TAX PLANNING

We can provide strategies for long-term tax efficiency to help you reduce your tax liabilities.

COLLEGE PLANNING

We can assist in setting your college planning goals and help you choose the best path to achieve them.

Our Approach

TRULY INTEGRATED
WEALTH MANAGEMENT

The complexities that come with significant wealth call for far-reaching care that frees you from the burdensome day-to-day management of your investments. Working closely with a wealth manager experienced in serving distinctive individuals, families and businesses enables you to spend your time where it matters most.

We tailor our full range of wealth management services to wherever you are in life and your goals at each stage. Through a process that is detailed and time-tested, we go to great lengths to provide a holistic approach of custom financial planning, investment management, charitable giving and tax and estate planning strategies specifically for you.

As your financial stewards, we coordinate with your other trusted advisors to get a detailed look at every aspect of your life to ensure a holistic approach to serving you.

UNDERSTAND
We realize the importance of investing time upfront to listening and getting to know you – building a good understanding of your personal goals, current financial situation, investment experience and risk tolerance. It’s also an opportunity to build trust and rapport, make you aware of our capabilities and explain the ways we can help you pursue your objectives.
IMPLEMENT
With your approval, we will execute your customized strategy using the extensive research and resources available to us. This involves the selection of specific account types, investment products and optional services, and the handling of all necessary paperwork.
DESIGN
Next, we will analyze what you’ve shared with us in order to design your comprehensive financial plan, taking into account the different pieces of your financial picture and make sure they cohesively fit together without any gaps or disparities. This step may include collaborating with your other professional advisors such as your accountant and lawyer. We present our recommendations to you, answer your questions, consider alternatives and outline the steps we need to take to implement your plan.
MANAGE
Once your plan is implemented, we will review the progress of your plan relative to your defined objectives and suggest any changes where needed. We accomplish this by providing ongoing reporting of your account activity and by conducting periodic reviews. We purposely maintain a close connection with you, so we are in step with your life and aware of any changes in your life that may warrant a revision to your plan.

Meet The Team