Our Services

Our team is supported by a network of consultants that are experienced and trained in individual and business planning. They collaborate with your legal and tax advisors to help ensure your goals are never far out of reach. Our team uses advanced analytical tools and provide comprehensive case consultations that help deliver sophisticated strategies and timely ideas. We provide specific solutions for solving the complexities of managing wealth:

At the heart of our services is the development of your personal investment policy, originated through a process that identifies your investment objectives including safety, liquidity, and yield, as well as your investment parameters, including portfolio diversification, maturity limitations, and portfolio management.

We can help identify the right strategy for you, selecting form a broad range of investment choices including traditional stocks, bonds, and mutual funds, as well as separately managed accounts and other alternative investments.

You can also stay abreast of the most relevant investment and financial developments again this year through our educational workshops – please contact us for scheduling information.

In addition, based on our commitment to financial literacy, you will also have the option of further-protecting your family’s financial future as we are in the process of developing new workshops aimed at providing financial education for the next generation – these classes will be made available to your children and grandchildren.

We can help you enjoy financial peace-of-mind before and during retirement by showing you how to take advantage of various strategies to maximize your retirement savings and generate additional income during retirement. We can also help protect your assets should you become seriously ill or injured.

Working in the context of your financial plan, we can help reduce the impact of taxes on your investment returns and income.

Together with your attorney, we can help you put in place the various pieces needed to provide for your beneficiaries and charitable giving goals while minimizing taxes.

We can conduct a thorough situational analysis and help identify the best options for protecting your income and assets. We can also extend that service to your family members, and assist you in properly protecting your business interests as well.

We can conduct a thorough situational analysis and help identify the best options for protecting your income and assets. We can also extend that service to your family members, and assist you in properly protecting your business interests as well.

We can conduct an objective analysis of a significant holding that has played a major role in driving wealth creation for you. We will look at the holding in the context of your overall asset allocation as well as your estate planning goals and develop strategic alternatives for you.

A key component to a solid wealth management plan is protecting your personal assets from loss. We can review your current property and casualty insurance coverage and make recommendations to optimize coverage.