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Our Services

Partnering With You to Address
Your Entire Financial Picture

As a business owner or an individual of high-net-worth, you’ve worked hard to earn your wealth. As such, you may have found that managing your wealth has become a burden you’d like to delegate. We’re dedicated to providing active management and advice on how to address your wealth and invest with confidence.

Through wealth management and fiduciary consulting, we’re dedicated to providing services that address your needs first. Our team works in your best interest and is focused on developing solutions that benefit both you and your loved ones.

We serve individuals and businesses in all areas of wealth management, including:

Business Owner Services

As a business owner, your time is better spent running your business and planning for the future. We have experience and can help business owners with planning and implementing mergers and acquisitions, valuations and exit strategies, buy-sell agreements, succession planning and qualified retirement plans.

Executive Benefits

You earned a compensation package that rewards you with many benefits. How do you optimize your stock options, concentrated stock positions, HSA, deferred compensation and net unrealized appreciation? We can help.

Investment Management & Consulting

Based on your current circumstances and your goals, we will design a portfolio that matches your tolerance for risk and desire for growth or income. We will also recommend appropriate alternative investments to diversify away from traditional stock and bond portfolios.

Comprehensive Financial Planning

To identify and reach your financial goals you need a plan, not simply an investment portfolio. We’ll look at your assets, liabilities, cash flows, insurance, taxes and more. Then, we will develop and stress test a plan that works for you.

Trust & Estate Planning and Protection

We work with you to develop and implement your goals for the protection, distribution and management of your assets during life and after death, including multi-generational wealth transfer and charitable desires, all in the most tax-efficient manner. This includes plans for collectibles and hard assets you may not want your family to deal with.

Retirement Planning

You’ve saved enough for 15 to 30 years of retirement but you need a plan to maximize and protect those assets for as long as possible while providing you the income you need to maintain your standard of living. You’ve got this far, don’t go it alone now, enjoy life instead.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  888-888-8888