What We Do

What is Wealth Management?  Wealth Management consists of the management of all investment elements, as well as financial needs beyond traditional financial planning.  We first get to know our clients on a personal level in order to gain an understanding of what they want to accomplish for their families and loved ones.  Next we offer choices designed to address each client's needs.  Then we deliver customized solutions in close consultation with our clients and their other professional advisors.

Wealth Management

Human Dynamics

     Applied Behavioral Finance - Risk tolerance evaluation and decision making processes
     Family Dynamics - Financial education, challenges and planning for the next generation
     Human, Intellectual, and Social Capital Planning - Legacy/Wealth Transfer planning

Wealth Management Strategies

     Wealth Enhancement - Tax mitigation and cash-flow planning
     Wealth Protection - Risk mitigation, asset protection and transfer of risk
     Portfolio Analysis, Strategy and Management
     Asset Allocation and Optimization Strategies
     Assessment of Impact of Costs - Application of cost and tax-aware strategies

Estate & Legacy Planning

     Wealth Transfer - Distribution/transferring wealth effectively
     Charitable Gifting - Maximizing charitable impact

Client Specialization

     Executive Strategies - Addressing the needs of corporate executives
     Retirement Strategies - Retirement income, distribution, NUA planning
     Closely Held Business Owners - Succession strategies, buy-sell agreements, business entity planning

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