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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 allows us to offer comprehensive wealth management services.

Studies have shown that comprehensive financial and investment advice can provide a lot of incremental value.

Our assets-under-management fee includes the following services:

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.

 

Investment Management

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.

 

Investment Management

Tax Reduction Strategies

We take tax planning to a deeper level, customizing investment decisions to your personal tax situation to enhance after-tax returns.

 

Investment Management

Pre & Post Divorce Planning

We help you move from uncertainty to confidence, control, and freedom.
Investment Management

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.
Investment Management

Retirement Planning

We help you make choices that can lead to sustained financial independence and enjoyment.
Investment Management

Estate Planning

We tie estate planning into your plan to provide for people you love and to support causes close to your heart.

Investment Management

College Accumulation Planning

We help you prepare for your children’s or grandchildren’s educational needs and aspirations.

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.

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Not sure how to choose an advisor?

See 10 questions to ask — and why they matter.

 

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