Using a consultative process, we gain a detailed understanding of your goals and your most important financial wants and needs. Utilizing a team of experts, we provide customized solutions focused on accomplishing your financial goals.Investment Consulting is the core offering and the foundation upon which we begin to build our client relationships.
Advanced Planning addresses the range of financial needs beyond investment consulting. It addresses five key concerns of successful people:
- Making smart money decisions
- Mitigating income taxes
- Protecting their assets
- Taking care of their heirs
- Charitable giving
Relationship management involves three key tasks:
- Understanding our clients’ critical needs and meeting those needs over time.
- Assembling and managing an expert team, working together on your behalf.
- Working effectively with our clients’ other professional advisors, such as attorneys and accountants.