Overview

Relationship-Driven Wealth Management

While we do not always know what will happen, we believe our value lies in providing the confidence that we do know how to figure things out. We ask the right questions and track financial trends to help you navigate the changing landscape.

Together, we'll go through a consultative process for creating a plan customized to your needs. The process starts by examining  strategies in the context of your unique goals and values. We make every effort to simplify the complexites that can evolve in and around your money by addressing:

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Portfolio management:  tax-efficient and intelligent portfolio design>

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Retirement planning: distribution of your assets in a tax-advantaged way

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Estate planning: wealth transfer to protect your loved ones and charitable gifting

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Taxation:  tax-minimization strategies

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Create a Comprehensive Plan

By exploring each component in detail, we’ll determine the options you should consider. The fee for the first phase, the Discovery Meeting with the development and presentation of the Investment and Financial Plan, typically ranges from a minimum of $1,800 to $5,000, depending on the complexity and time involved.

Support your Financial Goals

After a plan is agreed upon, we will work with you to implement it. We will monitor your investments' performance and meet with you regularly to ensure the  program reflects your current circumstances and aims. Our minimum is $1,000,000.