“Partnership is not a posture but a process – a continuous process that grows stronger each year as we devote ourselves to common tasks.”
— John F. Kennedy
Engagement
Who you are
Our first step is understanding where you are today. By investing time to know you – your values, key relationships and dreams – we can analyze your current situation and build a plan that will achieve your goals.
How you get there
We will develop options that meet your specific needs and goals and together define the scope of working together, measuring success, and monitoring progress. Our goal is to empower you to make confident decisions about your finances.
Your action steps
After evaluating your options, we will deliver uniquely tailored solutions and coordinate with outside professionals to implement your plan.
Ongoing Service
ADDRESS Changes
ADJUST strategies and tactics as needed
COLLABORATE with your outside professionals
MONITOR progress with regular check-ins
ADDRESS Changes
COLLABORATE with your outside professionals
MONITOR progress with regular check-ins
ADJUST strategies and tactics as needed
Your Wealth Management Solution
Investment Consulting
Wealth Planning
Relationship Management
- Asset allocation
- Risk evaluation & mitigation
- Assessing employer provided benefits
- Consideration of real estate
- Tax & cash-flow planning
- Wealth transfer
- Legal structure evaluation
- Charitable giving strategies
- Family office services through collaboration with tax, legal, and banking professionals.
- Generational planning with children and grandchildren
- Regularly scheduled calls and reviews