Wealth Management Services

We prize our ability to deliver investment strategies and wealth management services in a manner that strives to reward client outcomes—not transactions. Our vision is to bring together people and resources to create efficiencies and reduce the pressures and conflicts in our business.

Discretionary Investment Advisory

We are integrally involved in your investment outcomes, viewing ourselves as partners in your success. We manage client investment portfolios on a discretionary basis. This means that we are actively engaged in the investment markets on your behalf. We operate within the parameters of your risk constraints, time horizons, cash flow needs, and long-term goals. Our daily involvement in the capital markets provides us with real-time information on changing trends and opportunities.

Integrated Financial Planning

In addition to investment advisory services, we offer you our wealth management services. Too often, wealth management is an ad hoc pursuit that is not properly aligned with investment objectives. We are well versed in designing integrated wealth management strategies and services, encompassing trust and estate planning, lending, philanthropy, and family office services. As your needs evolve, we will revisit investment objectives, strategies, and tactics to ensure efficiency and tax sensitivity for concurrent wealth management goals.

Legacy & Estate Planning

The decisions you make today can leave a lasting impact on both your community and family for generations to come. Unfortunately, the wealth transfer between generations often fails because of the lack of communication between family members. That is why we offer you private family meetings and educational opportunities with industry thought-leaders. With a thoughtful roadmap, you can ensure that your legacy is carried forward years after you are gone.

Business Advisory Services

Owners and executives of closely-held businesses face a unique set of challenges regarding succession planning and exit. Whether you have been approached by a potential buyer, are considering retirement, or want to protect a family business passing from one generation to the next, we can provide you with business advisory services that are fully customized to your personal business matters.