Menu of services

We are proud to offer a variety of services to meet the wide-ranging needs of the individuals and families that we serve. While the services we provide are not limited to the following, the scope of our expertise has, through time and experience, been honed to primarily benefit clients with the needs outlined below. If you do not see a service you are interested in listed here, please contact us with your questions. 

Wealth management planning

  • Comprehensive portfolio review
  • Asset allocation assessment
  • Net worth statements
  • Concentrated stock positions
  • Diversification strategies
  • Stock option exercises
  • Restricted stock and Rule 144

Income and cash needs

  • Income forecasting
  • Systematic payments
  • Visa and checking capabilities
  • Credit and borrowing services
  • Education savings and planning
  • Liquidity event planning

Retirement planning

  • Define retirement goals
  • IRA contributions and conversions
  • RMDs and withdrawal strategies
  • Social Security and Medicare
  • Employer-sponsored retirement plans
  • Annuities
  • Business succession planning

Insurance and risk management

  • Review of existing policies
  • Life insurance
  • Long-term care insurance

Income tax planning

  • Cost basis review
  • Track realized gains and losses
  • Tax-loss harvesting
  • Appreciated stock distribution strategies

Estate and legacy planning

  • Asset titling
  • Beneficiary reviews
  • Wills
  • Power of attorney
  • Healthcare directives
  • Revocable and living trusts
  • Irrevocable life insurance trusts
  • Grantor-retained annuity trusts
  • Charitable trusts
  • Annual charitable gifting
  • Family gifting

Let's start the conversation

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