


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.