Goals-based financial planning for high-net-worth-individuals, corporate executives, business owners and their families, including legacy and estate planning for multi-generational wealth.
Wealth management that focuses on both your life and your legacy
You’ve worked hard for your current success in the professional world and we’ll partner with you to turn that into generational wealth for your family through sound financial planning and by taking advantage of all the options and avenues available to you.
We help you develop a wealth strategy that seeks to grow, protect, preserve, and pass on your assets
By understanding the sources of your income, your anticipated obligations throughout live, and your wishes for your money, we’ll develop a financial plan for you and your family.
We’ll assess your overall insurance, including evaluating existing policies, to ensure you and your family are covered from multiple perspective should unforseen events happen or should insurance offer a way of providing tax-deferred savings.
We’ll invest your money in the global capital markets by building an overall asset allocation based on your investment objectives, risk tolerance, and time horizon, with the primary goal of acheiving growth and possibly income.
Life Stage Planning
We’ll help develop a financial plan that moves through you with life and accomodates major life events, both expected and unexpected, such as: getting married or having children, separation or divorce, death, and elder care.
College Education Planning
Let’s create a college funding plan (a 529 tax-advantaged savings plan) to help your children or grandchildren reach their full potential – while making sure you pursue your financial goals.
Comprehensive Estate Planning
A comprehensive estate planning strategy – for legacy creation – is an important component of wealth management, and generational wealth creation, is often overlooked.
Generational Wealth Transfer
Generational wealth includes financial assets — such as property, investments, money, or anything with a monetary value — that you pass down from one generation to the next. We’ll help ensure your hard work helps generations to come.
Your family will benefit from an insurance strategy that ensures there is a comprehensive plan in place for all members and at all life stages. This might include life, disability, or property insurance, to name a few.
We help families explore the transfer of wealth related to values and knowledge and believe that family wealth planning that uncovers philanthropic priorities—is key to developing a successful legacy—and can minimize tax burdens.
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Schedule a quick call with an advisor at no cost and no obligation.
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