Investments
We are highly experienced investment advisors. Through one source, clients receive advice on constructing a diversified investment portfolio developed by professionals who know all the facts and goals of their financial lives, and who are committed to avoiding conflicts of interest. Each client’s specific objectives and risk tolerance are reflected in their investment plan.
Financial Planning
Wealth management is more than investing. It means managing for your financial future based on your unique needs, goals and circumstances by people who know everything about your financial life. Clients take advantage of the guidance we can provide in concert with their accountants and lawyers on a broad range of financial planning issues including (but certainly not limited to):
- tax and estate matters
- planning for retirement
- charitable giving
- legacy planning
- education funding
- planning for the sale of a business
- mortgages
- insurance
- rent vs. lease vs. buy decisions
Helping our clients navigate their financial matters is an integral part of our relationship as investment advisors.
Consulting
There are situations where a client needs a specialized type of help. An example would be a client who owns a business or a closely held business interest and is considering selling. Another example would be helping a client navigate the interpersonal and differentiated interests of family members who are also business partners. We have also been brought in to consult on self-directed investment accounts for very wealthy individuals and families. If you have a unique financial situation or challenge, please reach out to see if we can help.