Financial Planning
This is the foundation of everything we do. A deep understanding of your full financial picture is essential before making any meaningful recommendations around how your money should be invested or protected. Our preferred approach with new clients is to begin with a comprehensive financial plan. While we do offer planning-only services, most of our clients choose to work with us for both financial planning and investment management.
Tax Planning
Each year, we request and review our clients’ tax returns to run a personalized analysis and provide strategic insights. This process is a critical part of our planning approach, with a focus on minimizing your lifetime tax bill—not just this year’s. Proactive tax planning can create significant long-term value, and we’re committed to helping clients take advantage of every opportunity.
Investment Management
Customized investment strategies designed to grow and protect your wealth. We work with a select group of trusted Portfolio Managers and curated portfolios aligned with your goals and financial plan. Often, we blend multiple complementary strategies to create a well-rounded approach that supports your long-term success.
Insurance Solutions
Protect what matters most with tailored insurance strategies. Similar to our investment approach, we use an open-architecture platform that allows our dedicated insurance team to shop the market for the best products and pricing. Whether it’s for pure protection, legacy planning, or income planning, life insurance can serve a variety of important purposes. Our experienced team works alongside us to ensure your insurance needs are thoughtfully and thoroughly addressed.
We work alongside a dedicated team of specialists to support various aspects of your insurance planning—from long-term care and life insurance to disability coverage—ensuring comprehensive protection at every stage.
Estate + Trust Planning
While we’re not attorneys—and attorneys aren’t financial advisers for a reason—we bring a different and equally critical perspective to the estate planning process. Our role is to help clients think through the financial, emotional, and generational considerations before they step into an estate planner’s office. By walking through the thought process and key facts ahead of time, we help ensure your estate and trust plan is built on a clear, well-informed foundation.
Business Planning
Protecting a business and planning for its future—whether through succession, transition, or next-generation leadership—isn’t just something we advise on; it’s something we’ve personally lived. We bring both experience and empathy to the table, backed by a strong network of specialized resources. Our team helps business owners navigate complex decisions with clarity and confidence, so they can focus on what matters most: building a lasting legacy.