Consistent & Collaborative | Communicate Regularly
Financial planning requires consistent communication because both markets and lives are not static. To help make sure your plan stays on track, we remain prepared to stay informed about your aspirations. We balance informal conversations with formal performance reviews. From these meetings, we adjust our strategy and your portfolio accordingly, based on market dynamics as well as your evolving needs. We view financial planning as a true partnership.
Detailed & Holistic | Conduct a Full Assessment
We begin with a full assessment of your finances and your goals to gain a well-rounded perspective of your wealth. As independent holistic planners and wealth managers, we have the flexibility to develop plans and portfolios that support the big picture.
Integrated & Connected | Identify Your Goals
Our financial strategies tools go beyond traditional investment management to real estate, hedge funds, private placement and other opportunities. We always remain prepared to work collaboratively with your accountant, lawyer and other professional advisors to better understand your goals and strive to achieve a well diversified plan and investment strategy that are well-integrated to meet your needs.
Forward-Thinking & Realistic | Plan for Retirement
Your working years are the time to plan for your retirement years. Making sure you can maintain your lifestyle throughout your life takes time and measured planning. We help you visualize your retirement from both a lifestyle and a financial perspective. We provide you with wealth projections, so you can evaluate the costs and benefits associated with different choices and scenarios. And we update these projections on a regular basis to help ensure you stay on course for your future.
Protective & Responsible | Establish a Trust
Trusts can be an important component of a wealth plan. They provide you with control over your assets both during and after your lifetime, helping to protect the future of those you love. We can help you evaluate the benefit of a trust or review an existing one to make sure it meets your wishes within the context of your financial situation, family dynamic and long-term goals. For more perspective on trusts, see Trustee Services.
Thorough and Tax-Conscious | Minimize Taxes
Taxes can present a risk to your portfolio at every life stage. Whether you are looking to become more tax-efficient during your earning years or to minimize taxes as your assets transition to the next generation, we have the expertise and experience to help you with asset allocation, income tax management and estate tax minimization.