Caring for you, and generations to come

From navigating the day-to-day concerns of substantial wealth to preserving a legacy that can last generations, the financial needs – and possibilities – of successful families are unique. Because we treat your family like an extension of ours, we take time to get to know each and every family member.

We know there are individual goals and inter-connected family objectives that should be discussed and given attention. Whether working with you to plan for a child or grandchild’s education, or to help decide how best to handle charitable contributions or a trust, our team’s specialized experience and personal support can help you and your family move toward the future as you see it.

We use a disciplined and coordinated approach to address all the issues and complexities that often accompany the accumulation of wealth and the legacy you want to leave. Our approach, and your plan, is always customized to your needs and preferences and designed to bring cohesiveness to your financial life. We often collaborate with other professionals such as your CPA and attorney to ensure a holistic view, and components of wealth management can include:

  • Financial planning
  • Investment management
  • Asset allocation and management
  • Estate planning
  • Trust services
  • Retirement planning
  • Risk management
  • Tax planning
  • Insurance planning
  • Business succession planning
  • Multigenerational planning
  • Wealth transfer
  • Charitable giving strategies