Broker Check

Wealth Preservation & Growth

We partner with you to simplify the investment process. Together, we identify important decisions and examine key risks to wealth. From there, we develop a strategy that best meets your goals.

Multi-Generational Planning Approach

Each generation of a family faces its own set of needs and challenges to wealth. As a multi-generational team, we provide the financial perspective needed for each generation’s financial life cycle, from tax and education planning to wealth transfer strategies. Our depth of experience provides clients with seamless coordination of their investment portfolios with estate plans. Consistent reviews keep it all current in these rapidly changing times.

Portfolio Management

At a time when a “cookie cutter” approach is becoming the norm, our team offers a unique, risk-based investment process. Incorporating tax efficient strategies, we customize a portfolio to fit the asset allocation profile determined by your investment policy statement, including alternative investments and private equity. If needed, we can help you redefine and update your investment policy.

Business Services

Whether you are exploring the sale or transfer of a business or looking to expand, we can add value through our business expertise, contacts and depth of research.

Cash Flow Analysis

Having the necessary cash flow to ride out increasing volatility in global markets is a concern of our clients. Whether it is liquidity for a business or distribution of lifetime income in retirement, we customize a strategy around our clients’ needs, utilizing credit opportunities when needed.

Legacy Planning

Our clients make a difference in the world. Finding the best way for their charitable gifts to have the most impact is our goal, whether it is simple gifting, charitable trusts, endowments or foundations.

Family Education & Organization

Understanding that all family members have their own areas of expertise, our team is committed to on-going education of financial issues and risks for all living generations. A third party approach to organizing a family’s financial life can enhance the preparedness of younger generations and foster “ease of use.” Facilitating the development of a family vision statement can instill unity of purpose.

Complement Other Trusted Advisors

Our clients have other trusted advisors, such as accountants, estate attorneys, family members or other investment professionals. We aim to coordinate and work in conjunction with these professionals to help simplify your financial life.