Services & Strategies

We custom tailor each client’s investments and portfolio to align with their goals and level of risk using our proprietary in-house analysis and third-party sources.

Life is so much more than just investments. Your family’s future depends on prudent planning. Our process will provide a pathway to help you articulate, prioritize, and achieve your family’s goals.

We help minimize your tax burden, protect your wealth and legacy by proactively integrating tax planning into your comprehensive financial plan. Working alongside your CPA, allows us to position the portfolio in a tax-efficient manner and/or employ tax mitigation strategies.

Every client’s idea of retirement is different. Together we analyze your resources, review your goals, and develop an action-plan that is customized and realistic.  At its heart, our process is designed to give you the peace of mind that your finances and retirement are on track.

Partnering with your estate attorney, trust companies and tax professionals ensures that your estate plan is set up during your lifetime so that your wealth and legacy are distributed per your wishes.

We utilize strategies to maximize the benefits of your charitable gifts. Using the right strategy at the right time can help decrease your tax liability as well as benefit those organizations most important to you. Strategies we utilize include Donor Advised Funds, gifting appreciated assets and employee stock, and qualified charitable distributions.

As higher education costs continue to rise, it is more important than ever to have a professional review and recommend the proper college savings plan or other avenue to help fund for your child or grandchild’s education.

As part of your comprehensive financial plan, we review and continually reevaluate your existing life, disability, and long-term care insurance to determine if you are adequately covered and if there are risks that could significantly affect your financial goals.