How we serve you
Our team is a key part of the process and ultimately help in the design and implementation of your financial strategy that will help you achieve your goals. This is why we created the LIFETRAC strategy.
Additionally, we recognize that in order for a financial plan to be complete and sustainable, it must also address issues that surround our clients’ wealth. With that in mind we typically work with one or more of these financial professionals:
- Estate planning attorney
- Certified public accountant
- Private banker
- Other attorneys
- Insurance professional
- Real estate professional
We have also embraced the principles of socially responsible investing. This would include impact investing and utilizing ESG (environmental/social/governance) criteria to align with our clients’ values, as well as our own. Not only do we do this in the interest of nurturing positive change in our communities and beyond, but research has shown that this can also translate into better investment performance over time.
