“If we care for people, and do it right, we can make a huge impact and difference in people’s lives. And we’re truly grateful that we get to do that.”
We work as a team with a select group of families to go beyond simple investment planning – we pride ourselves on our ability to provide effective wealth management. We define wealth management as a complete approach to addressing a client’s financial needs. This includes investment consulting, strategic planning and relationship management.
Investment consulting is managing investments over time to help clients achieve their financial goals. We believe that everyone should live a fulfilled and balanced life. By using this consultative approach, our clients remain in charge of shaping the future they want to create.
Strategic planning goes beyond investments to look at all the other aspects that are important to our clients’ financial lives.
We break it down into four parts: wealth enhancement, wealth transfer, wealth protection and wealth impact.
We focus on building relationships, most obviously with our clients. But we also work collaboratively with our team of specialists, including legal, tax, and insurance experts. We know we don’t have all the answers and that’s why we collaborate – so we can find and deliver you advanced solutions.
And of course, we work with other professional advisors of our clients, as required, such as their own attorneys and accountants.
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Tax mitigation and cash flow planning.
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Transferring wealth effectively, may not be within your family.
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Risk mitigation, legal structures, and transferring risk to insurance companies.
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Maximizing financial impact, whether that be charitable giving or providing for your family, to the extent you desire.