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.