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 and your fiduciary, 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.
Our core mission, and our core competency. The portfolios we build, primarily using Fidelity mutual and index funds, serve as the foundation for your entire financial plan. We begin by understanding where you are today, where you want to go, and how you’ve approached investing in the past — including your comfort with risk — to create a strategy that supports your long-term goals.
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.
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.
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.
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.
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.
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.
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.
Strategic tax planning is a key part of your overall financial success. We evaluate topics like tax-efficient retirement vehicles, charitable giving strategies, realizing capital gains, ROTH IRA conversions, and more. Our goal is to help you keep more of your wealth through thoughtful, proactive strategies.