Wealth Management Services
Our team includes members with specialties in taxation, investment management, and personal financial planning. Our Investment Committee has more than 100 years of combined experience.
This breadth and depth allow us to offer comprehensive wealth management services. This type of financial and investment management has been shown to provide a lot of incremental value.
Because we help construct multi-faceted plans, we find that clients with $1 million or more in invested assets — or those rapidly accumulating toward that level — benefit the most from our experience. However, we do not have a minimum account size, just a minimum annual fee of $7,500. See more details in our fee schedule for ongoing services. See below for our point-in-time financial plan offerings.
Our annual fee is all inclusive, covering ongoing asset management, comprehensive proactive financial management, tailored advice, and personal attention. It includes services such as:
Investment Management
Our custom investment plans use a wide range of asset classes and investment tools to balance risk, seek opportunity, and match your preferences.
Value Alignment
If you so desire, we will build charitable giving and ESG investing into your financial plans and investment portfolio in ways that match your values.
Tax Reduction Strategies
We take tax planning to a deeper level, customizing investment decisions to your personal tax situation to enhance after-tax returns.
Pre & Post Divorce Planning
We help you move
from uncertainty
to confidence, control,
and freedom.
Dealing with the Loss of a Loved One
We listen with compassion and move at your pace as you become the sole financial decision-maker.
Retirement Planning
We help you make choices
that can lead to
sustained financial independence and enjoyment.
Estate Planning
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.
Children of Clients
We extend advice through the generations by providing some services that are primarily available to children of clients.
Point-In-Time Financial Plan
We highly value long-term relationships with our clients and believe our advice and service adds value all along the way. However, clients who are considering a long-term relationship can start with a point-in-time financial plan, subject to staff availability. Under the plan, we provide one-time advice based on a snapshot in time and no investment management. The minimum fee is $7,500 and is adjusted for complexity.
After completing your point-in-time plan, you may choose to continue on with our Wealth Management service which includes on-going investment management and financial comprehensive planning, though there is no obligation to do so. If you continue on, your point-in-time fee can be credited against future Wealth Management costs.
How to get started
After deep conversations about what matters to you, we build a custom financial plan that incorporates all of the services above. We continually revisit and update the plan, keeping you well-informed and in control of your finances.
Our cost structure is competitive, and there is no cost or tax to transfer assets.
Fill out the form below to request a free discovery call.