Our Services
The wealth management services we provide include:
Financial Strategy
We take a comprehensive view of your entire net worth and explore your goals and objectives. We then craft a realistic and detailed financial plan, cash flow projections, a spending and savings plan, and account structure recommendations.
Investment Management
Your custom investment plan is integrated with your overall financial plan and matched to your time horizon and your comfort level with investment risk.
Tax Planning
We prepare withholding adjustments or estimated tax payments during the year and conduct year-end tax savings checkups. We provide information to your tax accountant, tax attorney, and other tax professionals in preparation of your tax returns.
Estate Planning
We help you avoid probate costs and minimize taxes. We help ensure that the needs of your family and other beneficiaries will be met when you’re no longer able to do so yourself.
Asset Protection and Risk Management
We provide insurance review and recommendations. We look at risk both from an insurance perspective and in the sense of protecting your overall asset base, considering worst-case scenarios to make sure you’re not exposed.
Retirement, Education, and Benefits
Our services include reviews and investment recommendations for 401(k), 403(b), deferred compensation, IRA, Roth, and other retirement accounts, as well as health savings accounts, 529 college savings plans and charitable accounts.
