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As a comprehensive services firm, we work together with you to provide solutions and strategies across all facets of your financial life. We understand that not all your financial goals have the same value. Some are fundamental to your well-being and security for the future. Others are more aspirational. That’s why our wealth advisors will develop strategies focused on what is important to you – for today and beyond.
You have a unique set of circumstances, and it’s important to us to get it right from the start, by taking the time to learn your complete financial picture. We believe knowing what you have and what you can do with it helps you to make informed decisions. Our process considers your risk tolerance, time horizon, liquidity needs and those “dream” aspirations, when structuring the right portfolio for you. Because life is always changing, continued monitoring of your financial situation and making adjustments when needed, ensure you remain on track.
The foundation of your financial journey is a financial plan that coordinates wealth management with all the elements of your financial lifecycle. It serves as a roadmap to how current assets and savings will project into future income for the needs and lifestyle you envision. Our holistic approach considers retirement savings, major expenses, tax efficiency, education funding, asset protection and estate planning when developing your unique plan. We partner with you so your plan evolves along with you and ensures you stay on track toward achieving your financial goals and dreams.
If you find yourself intimidated by the ever-rising price of higher education, then the need for financial guidance is more relevant than ever. For some families, college funding may be one of life’s biggest financial challenges.
Planning is key and it’s never too early to get started. Your biggest advantage for saving is time. Through a comprehensive analysis, we can forecast anticipated expenses, outline an essential savings strategy to fund your education goal, and review an appropriate investment vehicle which best suits your objectives.
Grounded in our well-established experience of successfully managing assets, our philosophy seems simple, yet has been time tested to produce results.
We believe what enables us to give you the potential to outperform the market is the creation of concentrated portfolios with an emphasis on good, old-fashioned stock picking. We try to position ourselves to outperform by not mirroring the market and performing our own in-depth research. Couple this with quality, investment-grade bonds and we have a recipe for success.
When we sit down with you to begin your estate plan, we start with one simple question: What do you value most in life? We believe that more than any other aspect of life, the values you hold dear should drive your decisions and determine your legacy.
Effective estate planning can help you while you’re very much alive and well, protecting your assets now, and providing income while you’re enjoying retirement. Our approach includes working closely with tax and legal professionals to make sure all of the pieces of your plan work together for you and your loved ones’ benefit.
Our experience is that even modest estates need careful planning. Through various tax reduction and asset protection tools such as annual gifting, life insurance, trusts and charitable donations, we help you provide for your own needs while ensuring that the bulk of your assets will be distributed according to your values and wishes.
Learn how our planning process can help you achieve your important financial goals. We look at all aspects of your financial life and utilize WealthMap to provide a view of your complete financial picture. We believe your financial information should be easy to understand, organized, up to date and accessible to you whenever you want.