An effective wealth plan allows you to live the lifestyle you desire today, as well as prepare carefully for the road ahead. We can simplify the day-to-day demands of managing your financial life and provide peace of mind that you are ready for future challenges.
Our teams services offer a broad array of client-based services to make your life more convenient, such as:
Philanthropy is a rewarding way for you to live well both today and tomorrow. We can help you establish your legacy and express your personal values by contributing to an organization or community that supports the people and causes you are passionate about through:
We suggest an annual review of your estate documents to check whether they are current and reflect your evolving life and family circumstances. We are accustomed to working with your professionals advisors, including attorneys and CPAs, to support your wealth transfer objectives.
A diagnosis of dementia in you or a loved one can have a devastating impact on you—physically, emotionally and financially. View the video below to hear from children’s author Nancy Carlson on her family’s experiences and download The Financial Impact of Dementia today.
Cengiz Volkan, AIF®, CIMA®, CPM Senior Vice President – Financial Advisor Senior Portfolio Manager