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Services

Wealth Management

We believe that a diversified and flexible investment portfolio tailored to your unique situation is essential for pursuing financial goals. Avoiding short-lived investment fads, we instead focus on sound economic philosophies. We create an investment portfolio that produces an appropriate asset allocation based on your goals, risk tolerance, and tax situation. We work closely with you to establish wealth management plans that we cater to your goals.

Estate Planning

Many high-net worth individuals want to leave a legacy to their families. We can assist with their estate planning needs, including offering insight and appropriate recommendations. We can help you identify how you want to pass on your assets, who will receive what, and when and how. Additionally, we can work with your attorney and other advisors to assist in ensuring an appropriate estate plan is in place.

Tax Planning Strategies

As your earnings and financial situations change over the years, it’s important that you make the most of them in a tax-efficient manner. Rather than neglect your taxes until April 15th, by implementing tax strategies throughout the year, you may be able to reduce the taxes you pay or avoid unnecessary taxes. We can help you identify possible solutions and refer them to trusted CPAs if needed. We also specialize in tax budgeting and planning and can guide our clients to tax solutions that are right for them.

Retirement and Income Planning

Typically, clients planning for retirement are focused on preserving their wealth and creating a predictable income stream. With this in mind, we develop conservative strategies with a focus on risk management. We seek to identify opportunities for building a consistent income that will last through retirement and help you determine when you may be able to retire.