A majority of our clients are multi-generational. We assist families in wealth creation, maintenance, and transfer and develop relationships with each generation to ensure a smooth transition of assets.
Portfolio Design and Implementation
Our process begins with crafting a sound plan tailored to match your goals, time horizon, and risk tolerance. The plan dictates the investment implementation, which typically results in a diversified portfolio that is monitored frequently and managed with your goals in mind.
Estate and Tax Planning Coordination
We work closely with estate attorneys and tax professionals to insure a combined and efficient approach to managing wealth strategies. Portfolio construction and tax strategies are implemented based on interaction with your outside advisors.
Non-Profit Advisory Services
We have decades of experience in assisting and advising non-profit clients of all sizes. These services include Investment Policy Statement guidance, asset allocation advice, manager due diligence and selection, and portfolio monitoring and reporting. We firmly believe in on-going committee education and communication.
Charitable Giving Strategies & Support
We counsel clients on tax-efficient strategies for charitable giving. In addition, we assist clients in making and recording gifts.
Personal Cash Flow & Portfolio Projections
We perform hypothetical projections for both personal cash flows and portfolios. We work with you to determine inputs and assumptions based on historical figures and the expected return of your unique portfolio. These projections can be updated on demand.
We provide advice on retirement strategies and vehicles. We offer IRAs, Roth IRAs, SEP IRAs, and access to personal 401(k) plans. We offer guidance on the most effective avenue for contributing to and investing in these plans.
Clients rely on our advice on the best way to plan for the education of their children and grandchildren. We have the ability to run projections based on a particular school and geography, and we’ll determine the appropriate amount and timing of contributions. Finally, we offer assistance on investment selection and management for each plan.
Let us help you review your company sponsored plan. We are happy to assist in the selection and monitoring of plan investments.