Our Clients Today

We recognize that a family’s overall target return range for all assets requires a different approach to the conversation than general discussions about annual performance numbers of stock market indices. Our sophisticated clients recognize that a narrowed focus on return rate alone is akin to stumbling with one eye open. Our clients today include:

Families and Individuals

We have had the privilege of guiding generations of clients, applying discretion and a consultative approach to managing the complexities that accompany wealth. Our offerings reflect the distinct needs of the families we serve; including coordination with other professional partners such as accountant and lawyers to ensure our service is cohesive with all aspects of your life. From private wealth management to customized estate planning and wealth transfer, you can turn to us for comprehensive advanced financial planning and leading-edge resources.

Professionals

As a professional, you need personal and professional financial guidance as you build and grow your career. We understand your unique needs to protect against liabilities, preserve assets from excessive taxes and achieve financial independence. You also have other priorities to save for – a home, a family and retirement. We understand the unique financial issues you face and why it’s more important than ever to make smart financial decisions now to prepare for the future. We help by designing a wealth management plan that addresses every important aspect of your professional and personal life, including everything from funding your children’s educations to having an estate plan.

Professionals

As a professional, you need personal and professional financial guidance as you build and grow your career. We understand your unique needs to protect against liabilities, preserve assets from excessive taxes and achieve financial independence. You also have other priorities to save for – a home, a family and retirement. We understand the unique financial issues you face and why it’s more important than ever to make smart financial decisions now to prepare for the future. We help by designing a wealth management plan that addresses every important aspect of your professional and personal life, including everything from funding your children’s educations to having an estate plan.

Corporate Executives

As a corporate executive, you’re often too time-constrained to pay adequate attention to your own personal finances. In the business world you often delegate tasks to other experts to help accomplish your goals. In many situations you have unique compensation arrangements and complicated tax situations. We help by understanding your situation, legitimately minimizing taxes and providing technology that allows you to access your financial situation with ease.

Retirees

With all of us living longer, more active lives, it’s essential for your retirement plan to work for you, helping you enjoy the life you’ve envisioned while also mitigating risk. Working together, we can talk about what you need and want your money to do for you and assess the likelihood that you’ll be able to achieve these goals. If you have to make trade-offs, we help you there, too, showing you how small compromises can make a big impact over the long term. We can also discuss your concerns, and develop solutions to help alleviate them. We also strive to ensure that your wealth passes in the most efficient way to your heirs and philanthropic endeavors through estate planning.

Retirees

With all of us living longer, more active lives, it’s essential for your retirement plan to work for you, helping you enjoy the life you’ve envisioned while also mitigating risk. Working together, we can talk about what you need and want your money to do for you and assess the likelihood that you’ll be able to achieve these goals. If you have to make trade-offs, we help you there, too, showing you how small compromises can make a big impact over the long term. We can also discuss your concerns, and develop solutions to help alleviate them. We also strive to ensure that your wealth passes in the most efficient way to your heirs and philanthropic endeavors through estate planning.

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