Our clients’ wealth is treated with the same care as our own.
We take considerable responsibility as stewards of that wealth,
so our clients can enjoy financial independence and increased
flexibility. Our clients typically have more than one million of
investable assets, allowing us to serve them with the depth, focus,
and attention they deserve.
We are blessed with a practice built upon trust and referrals:
Our clients regularly ask us to take care of their family and friends;
further, our clients’ professional advisors end up entrusting their other client
This ongoing affirmation of our work is integral to our business and
inspires us to always do our best for our clients.
We recognize that our role goes beyond the dollar to impact the broader lives of our clients and their communities.
Many of our clients identify with the following :
Professionals—Professionals across various industries have accumulated wealth over time. We help them build on this foundation of savings with careful retirement planning and tax optimization.
Executives—Busy executives have incredible demands and expectations placed upon them. We ensure their finances are taken care of through investments, diversification, estate-planning and tax-mitigation strategies.
Retirees—Many of our clients are able to retire comfortably because we help them live off revenue generated from their portfolios, so they can pursue leisure activities, philanthropic efforts, and time with loved ones.
Divorcees— Divorcees are faced with settlement challenges and emotional upheaval, all while transitioning to independently managing their finances. We empower them with new knowledge and divorce-specific financial analysis so they are better prepared to evaluate settlement proposals in coordination with their legal and tax counsel.
Business Owners—Difficult work goes into preparing for business succession. We help develop the most suitable strategy to achieve succession goals, whether through Employee Stock Ownership Plans, retirement plans, training up key employees, or facilitating a sale.
Sudden Wealth—Inheriting money or experiencing a liquidity event brings tremendous opportunity and responsibility. We coach our clients on disciplined and tax efficient diversification strategies helping them to manage their wealth and reduce their risk.
Services Include
- Wealth Management
- Asset Management
- Business Succession Planning
- Divorce Financial Analysis
- Estate Planning Strategies
- Executive Financial Services
- Financial Planning
- Retirement Planning
- Sustainable Investing
