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Our Process
Our Values
Our History

Our Approach to Wealth Management

Wealth Management = Investment Consulting + Advanced Planning + Relationship Management 

Investment Consulting

Preserving your wealth. 

Advanced Planning

We address the four primary financial concerns beyond investment consulting: wealth enhancement, wealth transfer, wealth protection and charitable giving. 

  • Wealth enhancement includes tax mitigation and cash-flow planning.
  • Wealth transfer is everything having to do with transferring wealth effectively; this may not always be within a family.
  • Wealth protection includes risk mitigation, legal structures to protect against lawsuits and transferring risk to insurance companies.
  • Charitable giving is concerned with maximizing and magnifying charitable impact.

Relationship Management

Building and fostering client and other professional advisor relationships over time through a consultative process.

Estate Planning

Wills, Trusts, Probate, Power of Attorney & Advanced Healthcare Directive

Tax Plannings

Helping ensure all elements of your financial plan function together with maximum tax-efficiency