We believe the families we serve deserve a competent, reliable partner that sits on the same side of the table they do.
We don’t sell products. Rather, we look for the right solution for each unique situation. As fiduciary advisors, we put your interests ahead of our own, at all times. We limit the number of families we serve. Doing so enables us to give the personal attention and focus you deserve.
We serve people from many different walks of life, including:
We work with executives who are successful because they are exceptional at what they do. They’re focused on their work and lack the time necessary to bring the same expertise to their personal finances. They have company benefits such as 401(k)s, stock awards and options, deferred compensation plans, and insurance benefits that require decisions throughout the year. With the additional pressures of planning for their children’s education, protecting their family if something bad happens, and caring for aging parents, our clients find great comfort in a partner that makes sure all areas of their financial picture are thoughtfully aligned.
Retirement entails many decisions such as whether to roll over a 401(k), when to begin taking a pension, and how best to coordinate private health insurance benefits. We often work with human resource departments to understand each decision so we can guide our clients through the process. Our goal is to understand their retirement goals and ensure they feel confident about their decision to retire. But our work doesn’t end there. We are with them all the way, helping to manage the tax impacts of various withdrawal strategies, deciding when to take Social Security, and preserving their wealth so they can achieve their lifetime goals. Our clients have worked hard. We strive to deliver the peace of mind they deserve as they embark on this exciting stage of life.
It can be difficult for business owners to find time to properly manage their personal finances. We take a proactive approach to their planning and management so they can spend their time doing what they do best. We work hard to integrate their personal planning with their long-term business plan. Whether it is cash flow analysis, implementing a company retirement plan, managing potential liquidity events, or multi-generational estate planning, we are there to expertly educate, advise, and manage.
Sudden wealth brings many opportunities, along with a new set of issues. How does this wealth impact my lifestyle? Do I have a team of people I can trust to guide me through the financial management, tax, and estate complexity? How do I preserve and protect resources for future generations and myself? We guide clients through the possibilities to facilitate educated and thoughtful decisions. You get to dream a little, we educate a lot, and we work together to ensure wise choices.