Let's Talk About You
What matters most to you and your family? What do you want your money to accomplish?
Taking the time to get to know you like family, and identifying your goals, values, concerns, and challenges enables us to develop highly personalized strategies tailored to your specific needs, objectives and risk profile.
Begin with the End in Mind.
Your comprehensive financial plan is aligned with your goals and reflects our team’s collective insights, knowledge and expertise.
- We work with your other advisors to coordinate advice across all aspects of your financial life,
- Meet with you regularly, and
- Proactively monitor and benchmark your progress.
We'll do the Heavy Lifting
We’ll do the heavy lifting, developing and monitoring a portfolio aligned with your goals, risk tolerance and timeframe. For more than 20 years, we’ve forged relationships with industry leaders, service innovators, and top institutional investment providers to help our clients seize potential opportunities, overcome challenges, and simplify the complexity of managing significant business and personal wealth.
- Approach the markets with complete objectivity
- Provide balanced and unbiased evaluations and recommendations
- Offer capabilities and access well beyond traditional strategies for managing risk
- Work collaboratively to capture the opportunities that are right for you
Protecting What Matters
As your family advocate and guide, we’ll help protect the things that matter most to you – your life, health, and income.
- Our customized risk management strategies help resolve even your most complex challenges to pursue the outcomes you desire.
- Unrestricted access to the nation’s leading insurance carriers, products, and programs
- Insight on industry data and trends
- Intelligent, timely, and creative solutions
Putting It All Together
As your family advocate and guide, we’ll help protect the things that matter most to you – your life, health, and income.
Our Services
- Investment Management
- Comprehensive Financial Planning
- Retirement Planning
- Education Planning
- Funding Goals
- Distribution Plans
- Pension Analysis
- Life, Disability, LTC Insurance
- Income Tax Consultation
- Estate & Legacy Planning
- Complete Family Office (CFO)SM
- PERSONAL CFO™
- STARⓇ - celebrity financial management
- DivorceRightⓇ - divorce financial planning
- Balancing ActⓇ - bill management services
- Family Continuity - multigenerational planning
Facilitated Services
- Health Insurance
- Property/Casualty/Liability Insurance
- CPA/Attorney/Banker Referrals
- Mortgage Funding/Other Lending Options
- Trust Administration Service
