Who We Serve
I learned from our co-founders years ago to treat each portfolio as if it were your mother’s or your grandmother’s.
Partner and Portfolio Manager
While we have the capacity to serve ultra-high-net-worth clients, our focus is collaborating with high-net-worth individuals. This group, often overlooked by firms seeking only the largest accounts, deserves the same level of financial planning, investment management, and attentive service.
Stages of Life
You will likely progress through three key phases of your life—working career professional, nearing retirement, and then fully retired. You may ask:
- How can you help solve my issues, frustrations, and problems?
- Can I ensure my family has enough income to last through retirement?
- How do I plan for distributing and growing second-generation wealth?
- How do I best contribute to my philanthropic causes?
Every successful investment plan requires mapping out clear goals, whatever stage you are in your financial life. By taking the first steps on that road, you can make sure that the money you’ve earned will work for you, whatever life stage you are in.
Retirement planning takes work. The time to get started may be right now.
Making your money work for you in retirement is a lasting challenge.
Business owners direct a company retirement plan—and plan for their own future.
Career professionals must do it all—manage family life, career and the road ahead.
New Life Stages
People often find themselves in new and special situations in their financial life, either deliberately or by chance. You might have sold a business built over a lifetime, received an inheritance, become a widow, or have recently divorced. Every situation is unique. Is this you:
- I’ve sold my business. What do I do for an encore?
- What do I do with my newly inherited money?
- I’m a new widow (or divorcee) and I’m at sea. How do I steer my course?
- How do I transfer my assets to my children?
We’ll listen and discuss your situation and options. We can create a financial plan and roadmap to preserve and grow your assets.
Sale of a Business
Sale of a Business
You’re setting the stage for a new life when you sell your business. What’s next?
Knowing how to allocate an inheritance means balancing your priorities.
Becoming suddenly single requires a new perspective on finances and investments.
Setting up adult children with your legacy requires education and balancing conflicting priorities.