Who We Serve

Our world of increasingly complex economies and financial markets, shifting political landscapes, massive global debt and ever-evolving tax codes create a unique set of challenges and opportunities for you as a high-net-worth investor while you pursue a life of significance. You need to make smart decisions about money and protect and grow your assets, all while mitigating taxes thoughtfully, taking care of your heirs and pursuing philanthropic goals.

We go beyond traditional portfolio management to provide holistic strategies that protect, grow, and optimize your wealth. Starting with a deep discovery process, we will establish a virtual family office for you where we can provide an ongoing array of services including:

• Multi-generational planning workshops
• Specialized investment portfolio curation and management
• Estate planning
• Income tax planning
• Retirement roadmaps
• Charitable gifting strategies

Whether you’re just starting your search for an advisor or simply looking for a second opinion on your existing plan, you owe it to yourself to reach out to us to discuss how we can partner with you starting with a free wealth analysis.

Schedule Your Free Wealth Analysis Today

So you’re thinking of purchasing a home. It’s a big decision, no doubt. So many factors to consider. Location. Property values. Interest rates. Taxes. Insurance. Maintenance. Can you afford it? What are the potential longer-term impacts to your cash flow? It would be great if you could just project all these numbers out into the future with some degree of confidence, wouldn’t it?

This is what we do, and it’s why you should take the next step and request your free wealth analysis now. Let’s look at the numbers and start a discussion.

Request a Free Wealth Analysis Today

As a young investor, you face a different set of challenges than your Gen X/Boomer predecessors. Rampant inflation, high interest rates and skyrocketing home prices challenge household finances built on wages and salaries that seem to lag further and further behind the curve. Do dreams of home ownership or starting a family and building an estate seem unattainable?

They’re not!

As the old saying goes, ‘It’s not how much you invest, it’s how long you invest.” Don’t let all the social media gloom and doom break you. Reach out, and let’s discuss what it’s going to take to get you where you want to be.

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Entrepreneurs face the unique challenge of balancing business growth with personal financial security. You’re taking the risk and putting in tremendous time and effort to mmold your idea—your passion—into something financially rewarding that will stand the test of time. Naturally, like most business owners, you’ve likely got most or all of your net worth tied up in your business. If things work out the way you’ve planned, one day, you’ll sell your interest in it for a handsome sum or perhaps pass it on to an heir and move on to the next chapter.

But is that enough? What if things don’t go as planned? Are you diversified enough to have a solid plan B? We’ll help you answer these questions and more by leading you through a comprehensive planning strategy that not only compliments and compounds the successes you’re anticipating or already achieving with your business venture but can conversely be that back-up plan should the need arise.

Some of the major strategy components:

• Deep-dive discovery process and goal-setting exercise
• Budget and cash flow plan development and implementation
• Implementation of effective tax-planning strategies
• Risk analysis
• Investment portfolio design and management
• Routine reviews of the comprehensive financial plan
• Establishment of buy-sell agreements for a solid business succession plan

Don’t let too much time pass before evaluating and implementing a sound diversification strategy to compliment all the great achievements with your business entity. Reach out to us for a free wealth analysis and discussion about a well-planned financial future.

Take the Wealth Analysis Today

Well, here you are, in retirement. You’ve earned it! Now, how do you keep it?

Outliving your income is one of the biggest concerns in retirement, so having an investment portfolio that’s neither too conservative nor too aggressive is key to preserving and even further growing your wealth so you can thrive in retirement.

We help you by researching, designing and managing a comprehensive investment portfolio tailored to your goals as well as your appetite for risk. An investment line-up that aligns with your financial plan and can adapt to whatever changes come your way.

We’ll also help network with other professionals such as estate planning attorneys to ensure your wishes are carried out with respect to your financial assets and you’re as protected as possible from the erosion of taxation.

Reach out to us, and let’s take the first step together.

Reach Out Today

Let’s face it—divorce is difficult. Going through this change and starting the next chapter can be overwhelming, especially when considering how it will impact your finances down the road. The decisions you make now are critical and shouldn’t be made in a vacuum. We’re here to help you gain confidence and security with specialized services including:

• Determining which assets to keep from a tax and investment return standpoint
• Developing mock retirement projections to help you determine what is needed in assets or maintenance to achieve your goals
• Working with tax professionals to determine your tax impact
• Implementing new estate-planning documents
• Evaluating beneficiary status on existing life insurance and long-term disability policies
• Dividing assets in accordance with the divorce decree
• Determining future contribution plans for dependents’ education savings plans

Let us work with you to gain an understanding of your options and make decisions that are in the best interest of you and your family.

See Your Options

You’re busy with the day-to-day. Long hours working. What little spare time you’re able to pull together is best spent keeping the household humming along and enjoying time with your family. When, then, are you able to gain knowledge and expertise about investing for the future? How will you outpace inflation? How early can you retire, and how much will you need to maintain the lifestyle you want? College expenses?

Starting with a comprehensive discovery process, we can work with you to establish a holistic financial plan—a roadmap to help navigate the route to your financial future. From there, we provide you with needed resources to get there.

• Budgeting and spending
• Debt management and strategies
• Setting financial goals
• College planning
• Real estate
• Retirement planning
• Estate planning
• Insurance and other protection strategies

Family financial planning is something you should be giving thought to when you’re managing money for more than just yourself. Thinking long-term and planning ahead by working with us can help you avoid unforeseen pitfalls and missteps that could have serious consequences. Reach out to us, and let’s get started.

Start Planning For Your Legacy

For those with a passion for adventure, financial freedom means the ability to travel without constraints. Whether you’re planning a once-in-a-lifetime journey or managing a nomadic lifestyle, we’ll help ensure your finances are aligned with your wanderlust. Our strategies are designed to support your global aspirations while keeping your long-term financial goals on track.

wan·der·lust

/’wändǝr,lǝst/

Noun

a strong desire to travel.

If you’re reading this, you likely possess this trait and, no doubt, are hoping to capitalize on the dramatic, post-COVID shift away from being tied down to an office-commuter lifestyle in favor of one that utilizes the technological advances of the last ten years to afford you the freedom to work from the road. Great! What are the financial implications of this lifestyle? Do you maintain your primary residence or just pull the anchor up altogether and go where the current takes you? Will your travels take you abroad for extended periods? If so, what are the currency considerations?

So much to think about. Let’s look at the numbers and make some projections and comparisons, so you can take that leap with confidence!

Reach Out to Start Planning