Time-Honored Wealth Management Solutions
In addition to our in-depth planning and investment approach, we offer comprehensive solutions that start with understanding your goals, needs, expectations, potential unforeseen risks, family dynamics, current and future tax situation, feelings about risk, and more.
We then make portfolio recommendations based on what we believe will work best for each individual client. We happily work with our clients’ other professional advisors – CPAs, tax advisors, legal counsel, etc. – to help ensure their advisory team is working together and on behalf of the client’s best interest. Through these efforts, we also remain on the same page with our guidance.
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| Pre- and Post-Retirement Planning: Our retirement planning services are designed to allow you to identify your specific goals for retirement and develop a plan to help you achieve them. We assist in managing all aspects of your transition from working to retirement, such as balancing the need for a predictable cash flow and your desire to leave a legacy. You also have the flexibility to adjust your plan, as necessary, to financially support your desired pre- and post-retirement lifestyle. > Click here to learn more about our retirement planning services. |
Investment Planning
We are committed to providing you with informed perspectives and tailored approaches to your needs and challenges. As your trusted advisors, we begin with a deep understanding of your financial priorities and then apply appropriate financial solutions to help optimize your wealth. Together, we can explore your needs regarding wealth planning as we work to help you build, manage, preserve, and transition your wealth.
Education Planning
We want all future generations to build on the wealth and successes of those generations who came before them, and we believe that starts with a robust education. When it comes to our clients’ families, we place a great deal of importance on helping achieve specific education-funding goals. Our clients treasure their children and grandchildren, and thus they will continue to be a priority for our team as well.
Wealth Protection Strategies
Insurance protection is a crucial element of a comprehensive, long-term investment plan. Because your financial future depends on a variety of uncontrollable circumstances, we provide you with access to a wide range of insurance coverages that can help protect your financial security by bringing attention to unforeseen costs and losses. These include disability, life, and long-term care insurance, and we can also review your existing insurance policies, if requested.
Business Solutions
We provide corporate executives and business owners with recommended strategies designed to increase corporate and personal net worth. These services include guidance for managing concentrated positions, employee stock option exercise and sale, succession planning, company 401(k)s, employee benefits review, and business transition strategies.
Estate Planning Strategies
We will review your current estate planning strategy to help ensure it’s up-to-date and properly structured to protect you, your family, and your wealth. This includes planning for the successful transfer and distribution of your assets, so you know your family members will be cared for and your wishes will be followed. Our team will help you integrate your investment and estate plans, and we can evaluate potential strategies from a tax perspective as a component of wealth transfer planning.
Multi-Generational Wealth Planning
Throughout the decades of our services, we’ve helped countless families create plans to build, manage, and preserve their wealth for transition to future generations. Our advisors take the time to build long-lasting relationships with each individual and family member, which helps us manage your wealth to meet your needs now and into the future. We also focus on building your plan so that you’re provided with sustainable retirement income and tax-efficient investment strategies.