Broker Check

The Clientele We Serve

Our definition of a successful family is not based on a specific net worth number or dollar amount of investable assets. Instead, we look to work with clients who exhibit strong moral and ethical characteristics, have a history of making good decisions, and care deeply about their families.

Our clientele often includes:

  • Established business owners
  • Retirees
  • Families with significant wealth
  • Widows and Divorcees
  • Successful executives

There’s no charge for our initial consultation. Once we decide to work together, we’ll discuss any fees involved with you before the work is started. 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 of all of the following areas:

  • Comprehensive planning
  • Investment management
  • Insurance Services

Even if the above areas are being handled well by your existing advisors, or yourself, we can supplement the efforts by coordinating with you and your outside team. We are not focused on replacing your current advisors. Instead we will focus on the areas where you may need or want our assistance

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 Have the Tools and Background to Provide the Services That May Fit Your Needs

Retirement

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

A Holistic Approach

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

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 focus on 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, mutual funds, bonds, ETFs)
  • Alternative Investments
  • Education Planning

Find Your Perfect Fit

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