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:
Our custom investment plans use a wide range of asset classes and investment tools to balance risk, seek opportunity, and match your preferences.
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
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.
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.