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Addressing All Your Wealth Needs

We take a comprehensive approach to help you maximize your potential for success in all areas of your financial life, including:

  • Wealth Enhancement - managing resources, tax planning, personal savings, education funding
  • Wealth & Income Preservation - help protect against catastrophic losses, extended illness or disability, and identity fraud
  • Wealth Transfer - estate planning to provide for the financial health and well-being of your family
  • Charitable Giving - fulfill any philanthropic goals and maximize the effectiveness of your charitable legacy

Wealth Advisory - a Process Driven Approach

We believe that the most important way we help you stay disciplined, focused and on track is our comprehensive wealth advisory process. This process is designed to uncover your full range of financial needs, from wealth creation to wealth protection to preserving your legacy - and create a plan to help you get there. Our distinct, comprehensive process helps us identify, understand, and create dynamic and flexible long-term wealth solutions.

  • Discovery: together we will define your personal definition of financial success and work with you to translate this into prioritized goals
  • Analysis: we will analyze your total investment and wealth situation and make sure that your goals and financial situation are aligned
  • Development: we will develop a long-term wealth plan focused on getting you from where you are today to where you want to be in the future; an open honest dialogue about your financial needs, beliefs, expectations and concerns is critical to any successful advisory relationship
  • Implementation: in addition to creating your investment portfolio, we will also work with a team of financial professionals to address all of the non-investment action items we've identified to determine the most beneficial course of action
  • Monitoring: our Discovery process is part of our ongoing meetings, so that your plan always reflects your life; through periodic rebalancing we will make sure your portfolio maintains its target allocations. We help you plan for and control the three major risks investors must contend with:
    • Investment Risk: we focus on the right portfolio allocation for your situation, and make it our goal to minimize volatility
    • Behavior Risk: we will act as your financial "conscience" so you don't let emotions compromise the integrity of your portfolio
    • Longevity Risk: we help you plan for a long and comfortable retirement