What is Wealth Management?  Wealth Management consists of the management of all investment elements, as well as financial needs beyond traditional financial planning.  We first get to know our clients on a personal level in order to gain an understanding of what they want to accomplish for their families and loved ones.  Next we offer choices designed to address each client's needs.  Then we deliver customized solutions in close consultation with our clients and their other professional advisors.

Wealth Management

Human Dynamics

  • Applied Behavioral Finance - Risk tolerance evaluation and decision making processes
  • Family Dynamics - Financial education, challenges and planning for the next generation
  • Human, Intellectual, and Social Capital Planning - Legacy/Wealth Transfer planning

Wealth Management Strategies

  • Wealth Enhancement - Tax mitigation and cash-flow planning
  • Wealth Protection - Risk mitigation, asset protection and transfer of risk
  • Portfolio Analysis, Strategy and Management
  • Asset Allocation and Optimization Strategies
  • Assessment of Impact of Costs - Application of cost and tax-aware strategies

Estate & Legacy Planning

  • Wealth Transfer - Distribution/transferring wealth effectively
  • Charitable Gifting - Maximizing charitable impact

Client Specialization

  • Executive Strategies - Addressing the needs of corporate executives
  • Retirement Strategies - Retirement income, distribution, NUA planning
  • Closely Held Business Owners - Succession strategies, buy-sell agreements, business entity planning