Our Services

You deserve to have your money work for you. We provide a diverse set of investment choices ranging from stock portfolios, mutual funds, ETFs, as well as specialized and discretionary portfolios. In addition, we offer tax-efficient and tax-deferred investment options, as well as expanding capabilities within the area of socially responsible investing. These options enable us to align our recommendations with your specific goals and risk allocations. An investment’s social policy could cause it to forgo opportunities to gain exposure to certain industries, companies, sectors or regions of the economy which could cause it to underperform similar investments that do not operate under a social policy. Risks associated with investing in ESG-related strategies can also include a lack of consistency in approach and a lack of transparency in manager methodologies. A socially responsible investing style may shift in and out of favor.

We want our clients to feel confident when they retire. We focus on planning for consistent and predictable streams of income, while also making sure that our clients take risk, when appropriate, to experience growth with a portion of their nest egg, and maintain a goal of principal safety and income-generation with the other portion. We believe finding this balance is a crucial part to having a successful retirement, and it is unique to each client.

As you think about the legacy you will leave behind, it’s important to consider a variety of factors. We focus on making sure your wealth is properly structured, so that it passes to the next generation in the most tax-efficient manner possible. And we collaborate with your other professionals, such as tax and estate attorneys, CPAs, and other trusted advisors to ensure that all aspects are working together. We also take the time to educate our clients and their families on the importance and responsibilities of being stewards of their wealth.

You work hard to build your wealth, and you deserve to have it protected. As we all know, life doesn’t always go as planned. Which is why we place an emphasis on carefully structuring your money and planning for contingencies that are designed to help to protect your health and well-being. Through the use of insurance and long-term care strategies, as well as proper cash flow analysis, we can help mitigate and reduce as much risk as possible.

You might have unique circumstances or specialized needs that require a trust to properly preserve and distribute your wealth. In many instances, trusts can offer the necessary structure and administration to help meet these goals. We can offer a choice between several different trust companies to help administer, manage, and distribute your trust assets, and we act as the liaisons between you and the trust company.

We want you to align your money with your heart and your mind. Which is why we can help you develop planned giving strategies, and allow you to capitalize on the estate and tax benefits associated with charitable donations. We coordinate these efforts with the community foundations, churches, universities, scholarship funds, and other charities, that are important to you and your family.