Financial Planning That Aligns With Your Priorities

Candid conversations and multifaceted analysis are the foundation of the wealth strategies we develop for you.

Comprehensive Financial Planning

Our holistic approach to financial planning starts by understanding your goals, why they are important to you, and where they fit in your list of priorities. We then evaluate all angles impacted by what you hope to accomplish in order to chart a course for you to achieve them.

Engaging in candid conversations

Our discovery process includes in-depth discussions about your life:

  • What you want to accomplish over the course of your life
  • Why your goals and aspirations are important to you
  • Your true priorities and what you’re willing to trade-off to realize them

Conducting multifaceted analysis

We look at all the angles:

  • Your complete financial picture (personal and professional)
  • Your lifestyle and life stage
  • Your mindset
  • Family dynamics
  • The desired impact you want to make in the world

Developing wealth strategies that align with your priorities

We create a strategic plan customized for your wealth and your future that:

  • Focuses on your priorities
  • Integrates all financial aspects of your world, both personal and professional
  • Considers tax implications
  • Simplifies your life

Financial Planning Areas

  • Education
  • Retirement
  • Philanthropy
  • Family legacy
  • Estate
  • Tax

Family Legacy Planning

Families with significant wealth face a unique set of challenges and possibilities. Our clients rely on us to help them navigate increasingly complex financial situations that often require the expertise of numerous financial professionals.

While the majority of the experts you need are already in one place at our firm, we act as your personal liaison. In that role, we oversee and coordinate all other professionals you may have engaged such as attorneys, bankers, and insurance agents.

This coordination ensures your legacy is implemented as you intend. It also prevents expensive duplication of efforts performed on your behalf and skewed diversification of your investment portfolio.

We coordinate and facilitate family meetings that help clients foster a positive dialogue and dynamic with their children and grandchildren about topics relating to their wealth and legacy.

Tax Planning and Preparation

To help you integrate a tax strategy with your wealth picture, we provide tax guidance and preparation for our wealth management clients. Our services include preparation and submission of your federal and state income tax returns.

For our clients with business interests, we provide an array of additional services.