Our team focuses on providing comprehensive advice tailored not only for our clients’ current financial situation, but also to provide a foundation for future growth. Our advice encompasses a number of different areas depending on where our clients are in their financial journey, and we strive to take them to the next level.
Our client-base is critical to our mutual success as an investment advisor, and includes high-net-worth and institutional clients. We provide our clients with full portfolio performance and documentation via our secure client portal and provide educational content regularly through our wealth management blog.
Each of our clients have their own unique set of objectives and tax liabilities, best achieved by creating custom portfolios. We work with clients to develop a target asset allocation, evaluate existing positions for capital gain implications and incorporate our current economic outlook to build efficient after-tax, after-fee portfolios with the goal of outperforming benchmarks with less volatility.
Comprehensive financial advice is not complete without discussing wealth and estate planning. Our team has a high level of experience working with clients on a number of estate issues relating to significant life events or changes in current law. We review and evaluate our clients’ current plans at least annually as part of our “good financial health check-up.”
Entrepreneurs and Small Business Owners:Many of our clients have worked hard to build their own business from the ground up. We work with these clients to review their corporate structures, establish 401(k)s and plan for retirement to maximize after-tax income and returns. Our advice also extends to clients transitioning or selling their business.
Working Wealthy:Advice for the working wealthy includes many complex issues, including asset protection, estate planning and family dynamics surrounding wealth transfer to the next generation. Our clients see the advantage of delegating wealth management to our team of experts so they can focus on their profession and business while having confidence in their financial matters.
Women:As a firm majority-owned by women, we work with a number of female business owners and professionals as well as those in transition (death or divorce). We provide comprehensive advice to women across a number of areas whether they are creating their wealth or taking over a portfolio previously managed by their partner.
