Broker Check

Family comes first

Relationships that endure the test of time share a common thread. They're built on trust, mutual respect, shared values, common goals and good communication

At Linea, we are fortunate to have built a thriving practice, over more than two decades, with long-standing client and professional relationships. We've nurtured these relationships over many years. We're grateful for the opportunity to help successful families  and business owners pursue their financial and retirement goals. We choose to work with people who share our belief that family values come first, and long-term relationships are built on a foundation of integrity, trust, mutual respect and open communication. 

Our clientele often includes:

  • Established business owners
  • Retirees
  • Families with significant wealth
  • Widows, Divorcees and other single women
  • Successful executives

Our focus is on you--not replacing your current advisors

We've built our practice to be flexible so you can choose how to engage with us based on your specific needs, challenges, and objectives. We can work with you in any areas where you may need or want our assistance, including:

  • Comprehensive planning
  • Investment management
  • Insurance Services

Even if the above areas are being handled well by you, or your existing advisors, we can supplement those efforts  We wil work with your existing team of financial, legal and tax advisors to coordinate strategies and ensure your best interests always come first. 

In addition, there's no charge for our initial consultation. Once we decide to work together, we'll discuss any fees with you before the work begins. Our process is comprehensive—we go beyond simply managing your assets and reviewing your plan annually—and our advice is tailored to align with your values and goals.

We work with you to plan a roadmap that moves you and your family through your financial journey

Retirement

Retirement

Years of experience have prepared us to guide you through your life transitions.

A Holistic Approach

A Holistic Approach

We help you purse your lifetime ability to generate income, maintain employment, grow earnings and build your net worth. 

Estate Planning

Estate Planning

We create strategies that are tailored to your needs and goals.

Each family is unique in their needs. Our work is customized for that reason.

We do a great job pursuing rates of return and minimizing taxes.  However we don’t do this at the expense of a well-designed financial plan that serves your family now and in the future. In other words, we don’t let taxes and returns dictate our broader view of your financial needs. Instead, we work to find the best strategy to maintain/develop your family’s long term harmony and success.

We begin our work by asking better questions than most advisors. We do this because we want to know the details that are important to you in creating a plan that works for you and your family. What motivates your decisions about finances? How do family dynamics come into play? What life experiences influence your decision making? What impact will your wealth have on future generations?

The approach we take to financial planning and wealth management seeks to give you confidence that your wealth is managed strategically and your changing needs are always addressed. Our skilled team offers these and other services:

  • Comprehensive, fee-based Financial Planning
  • Estate Planning
  • Business Succession Planning
  • Retirement Planning
  • Legacy Planning/Charitable Giving
  • Insurance Planning/Risk Management (life, disability, long-term care)
  • Traditional Investments (stocks, bond, mutual funds, ETFs, cash management)
  • Alternative Investments
  • Education Planning

Find Your Perfect Fit

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