Our Services

Private Wealth Management. Estate Planning. Risk Management.

We do for your finances what a chief financial officer does for a company: We follow thoughtful financial planning with a personalized investment strategy that reflects and responds to your goals.

Think of us as Your Personal CFO. 

From our Second Opinion Service to our full-service financial planning, we help you create an investment strategy that meets your needs, fits your fiscal needs, and responds to your goals.

We help you:

  • gain insight into your personal finances
  • make fiscally responsible decisions based on your assets, income, net worth, and spending
  • develop a personalized roadmap to your goals—whether that’s a second home, a trip around the world, or a comfortable retirement
  • adjust your strategy to meet the changing market and your changing goals
  • understand how your investments affect your tax responsibilities, fit into your estate plan, and complement your personal wealth

We help you invest with purpose and insight.

Our Services:

  • Investment Management
  • Investment Risk Analysis
  • Define Personal Investment Policy
  • Tactical Investment Allocation Strategies
  • Alternative Investments
  • REIT Investing
  • Retirement Planning
  • Education Planning
  • Charitable Gifting Strategies
  • Investment Tax Planning
  • Investment Cost Analysis
  • Continuous Tactical Advice

Estate Planning:

  • Revocable Trust Planning
  • Charitable Trust Planning
  • Life Insurance Trust Planning
  • Asset Protection Strategies
  • Multi-Generational Gifting
  • Estate Distribution Strategies
  • Multi-Generation IRA Distribution Strategies
  • Buy-Sell Agreement Planning & Funding
  • Probate Reduction Strategies

Risk Management:

    • Liquidity Needs Analysis
    • Insurance Policy Assessment
    • Competitive Quoting
    • Employee Benefits Planning
    • Group and Individual Health Insurance Plans
    • Group and Individual Dental Insurance Plans
    • Structured Income Strategies
    • Group and Individual Life Insurance Plans
    • Individual and Corporate Long-Term Care Plan 

Investment Adviser Representatives are not tax professionals or attorneys. The IAR will help review the documents and recommend local
tax professionals as well as recommend a local attorney that specializes in estate planning.