Dedicated to "raising the bar" in investment management and legacy planning.
Our goals are simple: To serve as your trustworthy guardian and to guide you through complex family matters. We combine world-class expertise in tax management and investing to preserve and protect your family’s financial legacy.
ENVISION - Define and prioritize your aspirations
Traditional financial planning does not place enough emphasis on helping you define and articulate your hopes and aspirations. Planning is more than identifying client objectives. We strive to deeply understand your goals and what inspires you. The qualitative elements surrounding “how you live” — tradeoffs you would make help us create a financial roadmap for you to realize your dreams.
EMPOWER - The confidence and security that your plan aligns to your goals
Allow us to holistically assess and advise you across all your accounts and assets. A thoughtful and integrated plan ensures you are appropriately managing household risk and the associated expectation for capital appreciation. An institutional caliber and smart approach of managing your assets across all your accounts enables us to help you succeed.
EXCEL - Live and grow richly
We inform and educate you. We keep you in the loop. But, most importantly, we take care of the details so you don’t have to. Ultimately, our tightly coupled management of your financial plan and investment plan allows you to feel confident that you have the support of our expert team to help you get to where you want to go…while helping you effectively react to the twists and turns along the way.
Different Policy – Institutional Caliber with Tax Overlay. Taxes matter! We integrate tax logic and intelligence in developing wealth planning strategies that help you
Different Process – Holistic. Tightly coupled financial planning (i.e., goals) with investment planning (i.e., asset management) mean a more comprehensive plan for your portfolio.
Different Expectations – Oversight. We really care about your success. This is not marketing "spin". When the market changes your plan or your goals change, we need to adjust and make changes. We watch out for you.