Family Wealth >

Introduction



Why we are in business:

“We help families and individuals plan, navigate and manage their finances and investments through future uncertainty. We develop high comfort level and trusting client relationships to reduce as much tension and stress as possible for families and individuals.”


What Makes Us Different:

  • We are a fiduciary. We must keep only your best interests in mind when making investment recommendations or offering other financial advice.

  • We take a holistic approach that integrates all aspects of our clients’ lives under one roof: investments, retirement income planning and insurance while working in conjunction with your tax and legal advisors.

  • We offer truly customized portfolio construction and management with specific strategies to lower risk in today’s highly uncertain financial environment.

  • We offer personalized lifetime planning. We help answer the question, “What does my money mean to me and my family, and how do I achieve my financial goals?”

  • We take a long-term view of client/family relationships, often crossing several generations with consistent client/advisor team relationships.

  • We create an intimate client experience, where we get to know you and your family – not only your financial goals, but your wishes, wants and needs.

  • We strive to communicate early and often, especially in times of greater uncertainty, volatility and market turbulence.