We believe effective wealth planning is more than simply providing investment advice or allocating assets to a diversified portfolio. To us, it’s about understanding the personal and professional goals of each client in order to structure and coordinate a comprehensive solution designed to achieve long-term financial freedom and security.
Asset Allocation and Investments are a key part of this picture, but there are many facets of a wealth plan that can provide critical context for an optimal investment strategy, often ranging from retirement and benefits, to college planning and insurance, to credit, risk, stock option and business valuation analysis.
We carefully consider and integrate all relevant issues to structure a strong wealth plan built around the cornerstones of financial, estate, tax and philanthropic planning:
A holistic planning approach provides our clients a single point of contact for all financial-related matters so that decisions can be made based on the holistic plan rather than the individual components.
Managing your tax exposure is one of the most immediate and effective methods of making your money work for you. Leveraging our own CPA and professional accounting experience, we partner with our clients’ independent tax advisors to provide meaningful, timely, and actionable information.
Estate & Trust
Helping our clients prepare to sustain their wealth for future generations is one of the most important and gratifying aspects of our work. We first educate, then motivate our clients to get their affairs in order and work closely with estate attorneys to efficiently document our clients’ estate plans.
Many of our clients are inspired to give, and in a variety of ways. While giving for its own sake is a wonderful goal, it can also be a valuable strategic tool for balancing and offsetting tax liabilities. We work with our clients and their tax advisors to identify ways in which gifts can be structured to best accomplish their philanthropic goals while also maximizing tax advantages.