Our Services

Based on your unique experience, temperament and values, we recognize that you have very personal priorities and concerns when it comes to your money and your life. Our goal is to help you attain financial order and clarity about the financial dimension of your life goals. Once you can clearly see where you are, what you want to achieve and what it will take to get there, you will feel empowered to make informed and prudent decisions that support your goals and desires.

We specialize in developing and implementing comprehensive wealth management plans that encompass all aspects of your family’s unique financial situation. The result is a thorough and careful analysis of your current situation, the specific steps necessary to sustain your desired lifestyle, and options for funding your goals through a variety of future scenarios. We can even test and illustrate the probability of success for selected recommendations, if you choose.

The depth of our client relationships is a unique characteristic of our practice that we truly cherish. The very nature of our approach dictates that we build close, long-term relationships with our clients and their extended families. The thorough understanding we gain of your goals, concerns and family situation during the development of your wealth management plan, in turn, enhances the depth and quality of advice we are able to provide you in the years to come.

Over the years we have identified certain reoccurring issues for higher income families. As part of our commitment to making a positive impact on the lives of our clients, we are continually researching additional services to address these issues. A few such services that might benefit you and your family include: college saving plans that show not only how to save for college, but also on the cost of college, charitable gifting planning and cash balance retirement plans for business owners.