Our Commitment to You

The landscape for investors is ever-changing. We stay abreast by continuously analyzing industry trends, legislative actions, and market dynamics. We challenge ourselves to think creatively to unlock opportunities and negotiate challenges on your behalf. Let us do the heavy lifting in your investment portfolio so you can enjoy the fruits of your labor.

Planning Options

The focal point of our financial planning process is on tax planning. Utilizing the tax code and collaborating with accountants and attorneys helps you efficiently allocate and draw on your resources. We perform a cash flow analysis as a blue print for strategizing in order to minimize or eliminate tax liabilities and to navigate realized investment returns. We believe through a combination of proactive investment plans and tax-efficiency techniques, our clients are left with more of their hard-earned resources. We believe good planning and investment decision making will, over time, compound into tangible advantages over a passive approach.

Investment Management

We begin with the question “What’s My Number?” We consider your financial needs and objectives to determine a targeted rate of return. This allows us to customize portfolios specific to each client. We believe in taking only the amount of risk needed to work towards your goals. We are constantly assessing optimal, risk/reward tradeoff, investment opportunities that seek to enhance returns and manage risk. We want to take the risks with the highest probability of success which we believe over time leads to the best outcomes.

Individual and Family Wealth Management Services

  • Financial Plan Design
  • Portfolio Design
  • Legacy Planning
  • Tax Strategies
  • Insurance Advisory
  • Philanthropic Advisory
  • Real Estate Advisory
  • Survivorship Guidance

Other Areas of Emphasis

  • College Education Savings
  • Long-Term Care Insurance
  • Life, Health and Disability Insurance
  • Estate Planning
  • Business Secession Planning
  • Individual Retirement Accounts
  • Roth IRA Conversions
  • Medicare Advisory
  • Social Security Advisory