For the rewards financial success affords you, there is an equal amount of responsibility – to preserve that success, to build on it and to provide for the future of your family. So, while you are in a unique position to enjoy some of the best life has to offer, you also face real concerns about how to help ensure your wealth lasts.
When it comes to financial planning, families have much more to consider than tangible assets like investments, a family business or real estate. While tangible assets are important, transferring strongly held values along with your wealth is vital. And to “pass down” your values you need to effectively communicate the intangibles to the next generation.
That’s why, in addition to offering a full spectrum of investment management and wealth planning services, we can help facilitate the important conversations between you and family members that will result in a sound legacy plan that is grounded by your values.
Your profession requires you to juggle a combination of variables that define you and your family’s world. Time is a very valuable resource and you appreciate someone who understands your need for consistency.
Your financial health extends beyond just investing. You also need to manage your legal, insurance, accounting, real estate, work-based investment opportunities throughout your ever- changing life. And all those decisions, as well as factors you can’t control, have an impact on your overall financial health.
Chances are that your financial advisor is not in the center of your world. Yet chances are that your financial health is central to you achieving the successful outcomes you seek for you and your family.
When working in an advisory capacity, our fiduciary standards, combined with our education and experience, allow us to focus on providing accurate and timely advice. We understand you want to spend more time enjoying your success rather than managing the variables.
We would appreciate the opportunity to serve you and your family.
Corporate Executives & Business Owners
As a successful executive, you understand that running a business brought with it a wide set of responsibilities – to your employees, to your family and to the longevity of your business.
We understand your business is unique and requires a commitment that allows you to focus on your one of your most valuable resources, your time.
You have the power, and the responsibility, to choose the service providers with whom you want to partner with to pursue your goals. The complexities of running a business are vast and your goals and options may differ from the average individual.
The standards by which we operate allow us to sit on the same side of the table with you. To help you prepare for the future both personally and professionally, we offer comprehensive estate and legacy planning services, investment management and comprehensive planning.