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Services


We know wealth management isn’t just about you, and it’s not just about the money.

It’s really about taking care of those around you – your family and the people you love the most.

As your financial partner, we help to connect all the different aspects of your wealth and your life together bringing peace of mind knowing that your goals and financial plan are truly aligned with your investments.


Investment Management

Our core mission, and our core competency. The investments we structure for you are the building blocks for everything that follows in your financial road map.

Cash Flow Planning

Cash flows are more than just a budget. Cash flows focus on where money comes from and how you’re spending your money, and potential changes you can make to fulfil your goals. It’s an ongoing process that will change over time and strengthen your overall financial plan.

Wealth Transfer

Conversations about money and death can be complicated. But having these discussions early, allows families to protect and transfer assets while avoiding unwelcome surprises. We’ll discuss these objectives, and estate planning documents including wills, trusts, power of attorney and health care proxies.

Charitable Giving

If philanthropy is important to you, we’ll help discuss your goals to leave a lasting legacy. It might be through annual gifting, a donor advised fund or family foundation, and we will help maximize your impact.

Multi-Generational Planning

We’re a family business working with families to help protect their wealth and transfer it to their heirs. We help families take proactive steps to benefit their family legacy for future generations. We also meet with the next generation to discuss the basics of investments and financial planning.

Education Planning

This important service designs an investment strategy that specifically addresses the future educational needs of your family. Specifically, it involves forecasting what those needs will be and helping you create a plan to satisfy those needs.

Risk Management

We don’t sell insurance but it is part of the overall discussion. We review your current insurance (life insurance and long-term care) coverage and make sure you’re properly protected.

Retirement Planning

It’s almost never as clear-cut as people think. Planning for your retirement is a matter of making sure many pieces of the puzzle fit together seamlessly.

Risk Assessment

Nothing makes sense without a clear understanding about where you are now and where you need to be down the road. That’s why we carefully get into the details about your history with investing, and your comfort with various levels of risk.