Menu of services
“Excellence can be achieved if you care more than others think is wise, risk more than others think is safe, dream more than others think is practical, and expect more than others think is possible.” – Anonymous
Family wealth management services
- Develop and adjust family budget and savings plan to help achieve financial goals
- Review current investment allocation and provide investment management services
- Education planning services; 529 Plans and Custodial Accounts
- Insurance review and solutions; Life, Disability, and Long-term Care
- Credit and lending solutions
Retirement planning services
- Develop, review, and adjust long-term retirement planning goals
- Management of retirement investment portfolios
- Review and consult on 401k, 403b and 457 employer retirement plans
- Develop and maintain a plan for tax considerate, sustainable cash flow during retirement
Trust services
- Coordinated trust solutions
- Professional trustee referral services
- Management of trust investment portfolios
Tax and estate planning services*
- Legacy planning; including gifting and wealth transfer strategies
- Consultation with your attorney on estate planning issues
- Consultation with your accountant on tax issues
- Tax considerate portfolio management
- Referrals to trusted professionals within our network
Corporate and executive services
- Review of employer sponsored plans - 401k plans, SIMPLE IRA plans, stock options and deferred compensation
- Consultation services on business valuations, acquisitions and exit planning
- Investment banking services and liquidity management
Administration and reporting services
- Online access and a mobile app for reviewing portfolios, requesting money movement and access to research
- WebEx conference services for out-of-state clients
- Monthly statements, quarterly phone updates (as needed) and annual strategy update meetings
- Electronic funds transfer for investment programs and income cash flow
