Wealth Management
Our Wealth Management service combines institutional investment management, plus meticulous, intellectually stimulating, and holistic financial planning. We provide a truly custom and personalized advisory experience. Although we make sure you have all the important bases covered, the specific blend of financial topics we address is 100% dictated by you.
Our Planning Process Encompasses A Lot. It anticipates and answers questions like:
Can I leave my lucrative career and pursue another passion?
If I leave, will my standard of living or investment profile need to change?
If I live to be 105, will I have enough money?
If the market tanks, will I have enough money?
How do I keep taxes from taking a big bite out of my assets?
How can I leverage my stock options and 401(k)?
How do I help my kids grow up with healthy attitudes about money?
Will my family be OK if I get hit by a bus?
How will I pay for my kids’ education?
How can I transfer my wealth to the next generation?
Your evolving plan reflects the collaborative professional expertise of our Wealth Advisors and your accountant, tax professional, and estate attorney. It is super-charged with strong, effective collaboration between us and the rest of your team of professional advisors. We don’t advise in a vacuum but collaborate with your other professional advisors to create and implement the best possible strategy for you.
If you need an advisor in a particular area (for example, tax, insurance, estate law), we’ve built a trusted network of professionals from which to draw upon. These professionals share our values and are comfortable working collaboratively. We believe that providing this strong leadership for your entire advisory team helps everyone see the whole picture, work well together, and create the best results for you.
Your planning experience is rich and rigorous. And when your plan is in place, with us guiding you through every step of its implementation, you’ll feel confident and secure. You will feel inspired, the world will seem like a magical place with abounding possibilities.
That’s what we call living life fully!