Our mission
We are an experienced intergenerational wealth management team for all life’s transitions. We specialize in helping our clients prepare for and navigate through significant life events and financial transitions. The life events might be significant lifestyle changes like retirement or preparing for retirement, divorce, death of a loved one, marriage or remarriage. Or they could be financial transitions such as receiving an inheritance, selling a business or large asset, exercising stock options or contemplating major investment portfolio changes.
The relationship we forge with you is based on trust, and transcends generations. We treat you like our family. We ask questions, and listen, to gain an understanding of what is important to you. We identify where you are now and the complexities of your financial situation. We sit on the same side of the table with you and simplify what can be overwhelming. At the foundation of our practice is a commitment to educate and empower our clients. We help you plan for the future you envision. The customized Wealth Plans we develop incorporate innovative strategies and investment solutions that consider the dimensions of liquidity, longevity and legacy. Importantly, we help you navigate the accumulation phase, the distribution phase of retirement income and legacy wealth transfer process.
