Our Services
Generosity and Stewardship
One of life’s greatest rewards is sharing your wealth with others. Managing assets to take care of one’s own needs and wants is one thing, but it takes additional planning and knowledgeable guidance to help ensure your financial legacy makes an enduring difference in the lives of loved ones or a favorite charity. Our team has the resources to work with your attorney and CPA with a personalized plan that helps you preserve your assets and helps you share your wealth with the people and charities you care about most.
Investment Management
We sift through the many investment strategies, managers and products to uncover those we believe to be of quality, judged by potential for growth, capital preservation, income and other factors. We then further refine that pool to reveal options suited to your values and needs, placing your best interests first in all decision-making.
Tax Planning Strategies
We understand that smart tax strategies are integral to your financial success. We provide guidance to tax-efficient investment opportunities tailored to your unique circumstances. From retirement account contributions to capital gains management, you keep more of your hard-earned money.
Financial Planning
Whether you’re looking to build your money over time, generate income in retirement or preserve wealth for future generations, developing a comprehensive financial plan is crucial. As your guide, we provide wide-ranging, comprehensive financial planning and chart a detailed course for helping pursue a bright and confident future.
Preservation Strategies
We understand that preserving your hard-earned wealth is just as important as building it. Our team will work closely with you to help identify and mitigate risks, whether they are related to market volatility, unexpected life events, or tax implications. We tailor a strategy that helps diversify your portfolio and implement insurance and asset preservation measures.
Family & Legacy Planning
Legacy Planning goes beyond financial assets; it's about crafting a lasting impact for generations to come. We understand that your legacy encompasses more than just wealth; it's about passing down your values, beliefs, and cherished memories. Our team will work closely with you to help ensure your estate is distributed according to your wishes while minimizing estate taxes. Whether it's setting up trust accounts, gifting strategies, or charitable giving plans, we help you leave a meaningful and enduring legacy that reflects your values and supports the causes dear to your heart.