Successful individuals and high net worth families understand the importance of having the right people to help address the unique needs that come with wealth. You want deep technical expertise in a variety of areas. We combine discretionary investment management, risk management, liability reviews and advice, estate planning guidance, and coordinated tax planning in every engagement. We also work closely with your tax, legal, and other professional advisors to ensure that all elements of your financial life are aligned. Basically, it’s like having a personal Chief Financial Officer.
Traditional financial planning typically involves establishing financial priorities, budgeting, goals-based cash flow planning, life insurance, disability, and long-term care planning as well as college and retirement planning. Comprehensive wealth management is that and much more, requiring greater expertise to address the complexities facing clients with higher levels of assets. It’s not a one-time event but an ongoing process requiring careful attention and accountability throughout the year.
Our thoughtful, consultative wealth management process begins with listening and learning so that we can truly understand your needs, concerns and goals. Planning strategies and solutions involve interconnected levels of service from trusted professionals in multiple disciplines. Our affluent clientele value our ability to coordinate their team of advisors to ensure that everyone is aligned and all areas of need are addressed.