Our Financial Services
Because we help construct multi-faceted plans, we find that clients with $1.5 million or more in invested assets — or those rapidly accumulating toward that level — benefit the most from our experience.
Our team includes members with specialties, certifications, and degrees in taxation, investments, and personal financial planning. Our Investment Committee has more than 100 years of combined experience. This breadth and depth allows us to offer comprehensive services that include everything from day-to-day investment management to annual tax reduction plans to long-term strategies like trusts.
Our financial services include:
Tax Reduction Strategies
Pre & Post Divorce Planning
Dealing with the Loss of a Loved One
We tie estate planning into your plan to provide for people you love and to support causes close to your heart.
College Accumulation Planning
We help you prepare for your children’s or grandchildren’s educational needs and aspirations.