Bridging Your Life With Your Wealth
We serve a select group of affluent families, savvy young professionals, business owners, and successful savers seeking to integrate their wealth with their values and ambitions. Our team is familiar with the unique set of challenges that prosperous individuals and families face. We specialize in navigating this complexity by providing each client with an entire team of professionals skilled in every facet of wealth management. We pride ourselves in following the fiduciary standard and giving our clients the confidence that everything we do must be in their best interest, not ours.
How it Works
1
Getting to Know You & Your Aspirations
We take our time getting to know you, your personal values and dreams for yourself and your family. To us, each new client is the start of a relationship that we look forward to building over time. We’re not looking to attract every person as a client, just the ones looking for that same type of relationship.
2
Connecting the Dots Between Your Life & Wealth
Only after understanding who you are and what your goals are, we ascertain how your wealth objectives relate to your vision.
3
Creating & Monitoring a Plan of Action
Together, we’ll map out a plan that is right for you and your life — and take steps to implement it. Our team will regularly monitor your progress and communicate with you about any necessary adjustments.
Our Services
Goals-Based Financial Planning
Developing a comprehensive plan to reach specific short- and long-term goals
Investment Advisory Services
Identifying the appropriate investment strategies and creating a portfolio with risk monitoring and performance measurement
Family Office Services
Addressing your vision of wealth to govern and prepare your family members, both now and in the future
Business Planning
Analyzing the transition of your most valuable asset to suitors such as third-party buyers, next family generation and key employees
Wealth Transfer, Trust Planning, and Philanthropy
Creating and regularly reviewing a plan to successfully migrate wealth and leave the legacy you envision
Tax Planning
Finding opportunities to manage and minimize tax liabilities across all areas of your wealth picture
Banking & Lending
Finding alternative banking solutions that provide the liquidity you need to optimize your wealth management decisions