Taking uncertainty out of life

Strategic planning guides our actions and steadies the course

For any wealth management plan to succeed, it needs to keep one eye to the future and one eye in the present. Growing and preserving the assets you’re investing now are  key to achieving the future you desire.  There are only two guarantees in life, death and taxes.  But what about all the life in between?

Like a fingerprint; your life, assets and needs are unique, and we believe your wealth plan and investment strategy should mirror those needs. We provide critical guidance and discipline to our clients and deliver significant value-added service with behavioral coaching, sophisticated financial solutions and customized wealth planning and protection.

Questions we start with:
  1. What does success look like to you?
  2. What wakes you up and brings you joy?
  3. What keeps you up at night?

Protecting what matters most

Building and preserving wealth requires a skilled approach to capturing value underscored by discipline, independent thinking and prudent judgment.  Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. 

Legacy transfer planning is the process of positioning your assets to pass to your heirs in a tax-efficient manner, either during your lifetime or upon your death. Our expertise can help you transfer significant wealth to the next generation without having your hard-earned assets diminished by taxes. Various techniques and strategies can be used to increase the amount of wealth transferred according to your wishes and decrease the amount of taxes paid to state and federal governments.

 

Tax planning & optimization

We work closely with your tax accountant to reduce the impact of taxes across your balance sheet through asset and entity structuring, active tax loss selling, debt matching or tracing and other tax-reduction strategies as appropriate.

 

Estate planning

Estate planning is not just for the extremely wealthy.  We work closely with your legal advisors to optimize structures designed to reduce the impact of the estate tax and safeguard your legacy through asset protection and efficient wealth transfer strategies. A good estate plan that matches your desires and wishes evolves over time. We work to make sure your plan stays up to date with changes in your objectives and tax laws.

 

Wealth stewardship

Philanthropic planning is a core pillar of our practice. We have the ability to guide client's investment management services while fulfilling their philanthropic goals and tax plans with flexibility and ease. Passing the value of philanthropy to our client's children and grandchildren is a common goal among the families we help. This outlook ensures a legacy of philanthropy by the family impact for generations.

Control what you can

Managing risk & financial liability: No matter where you are in your life's journey, there's going to be some element of risk you'll need to plan for.

  • Family wealth protection
  • Estate liquidity for farms & businesses
  • Business protection planning
  • Business succession
  • Special needs planning
  • Disparity between life spans and health spans
  • Impact of the rising costs of care
  • Changing role of caregivers and importance of planning as a family

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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