Financial planning and investment management are the starting tools of our wealth management process.
Once each is in place, clients benefit from our deep experience in the following areas:
Wealth Enhancement
As needs arise, we partner with your other professionals to help you to evaluate and implement multiple advanced strategies including executive compensation plans, private investments, concentrated stock positions, advanced tax techniques, utilizing legal entities, and the best approaches to leverage.
Wealth Transfer
We help to ideate, model the impact, and then execute the trusts and other sophisticated estate planning strategies drawn up by your attorney, in order to pass on your wealth in the most effective way to the next generation.
Wealth Protection
We help you to think through strategies to keep your wealth away from financial predators.
A Strategic Approach to Philanthropy
By utilizing our deep knowledge of your entire situation, we can help you to give to those causes most dear to you more effectively and with greater tax efficiency.
Coordination of all your existing professional relationships
Attorneys, CPAs, and Insurance Agents all have a language of their own and most of your interactions with them are transactional in nature. We act as a second set of ears and eyes to ensure that every area of your financial life is correctly addressed so you can have peace of mind and live a life of growth.