Our process begins with a deep discovery of your situation. It is important to know where you came from, so we can understand where you are, and more importantly where you want to be. We have a process that we take all clients through that helps us learn what is most important to you. At the conclusion of our thorough process, you not only will have a comprehensive wealth management strategy in place, but you will have addressed the two questions that kept you up at night: [1] Will I make it? and [2] Do I have any financial blind spots?
We are a true fiduciary and are open architecture with access to the best-in-class money managers across all asset classes. Our approach of engaging third party advisors allows us to pull out what is necessary and appropriate for you to build a proportional strategy. This is designed to help take you safely and effectively to your destination over the long haul.
Affluent families, like yours, require a broad array of family office-like services. We provide a dedicated organization to bridge the generations within your family. Organizing creates stability and delivers a structure that is focused on preserving wealth and creating opportunities.
Understand retirement related accounts and strategies.
Establish objective levels of income and expenses to monitor progress.
Understand your overall after-tax return through planning and strategy.
Develop a plan to uncover potential risks.
Understanding your benefits and deploying a strategy.
Give purpose to your overall investment portfolio.
Protect what you have now and in the future.
Organize and take control of your assets today and for future generations.
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