Services & Capabilities
Identifying what you need today
to get what you want tomorrow
Helping you to grow and protect
your wealth for more than 30 years
WEALTH MANAGEMENT
We deliver holistic wealth management services through a trusted advisor relationship that begins with learning who you are, what’s important to you, and what your interests, values and dreams are. We then go through a strategic process to help you set an investment course which evaluates the correlation between the money you have, the money you need and when you will need it. Through ongoing reviews, we help you understand how well you are doing in achieving your goals, and what actions may be needed to stay on course. We stand beside you as you face every significant financial decision throughout your lifetime.
INVESTMENTS
Our investment philosophy focuses on success for the long term. It isn’t swayed by short-term turbulence or fads. With more than 30 years of experience, we provide access to a universe of investment solutions underpinned by strong research capabilities, while offering a level of transparent execution designed to increase peace of mind.
Our investment knowledge, strategic relationships, and commitment to serving our clients’ interests have led us to also bring forth compelling investments which go beyond equities and fixed income to include more sophisticated alternative investments for eligible accredited investors and qualified purchasers.
RETIREMENT PLANNING
We’re changing the strategy of how things are done: with personalized planning for longevity, not just retirement. We develop projections based on conservative assumptions to help create a realistic path to your goals. By analyzing multiple scenarios, we estimate potential outcomes and help you make informed decisions, and then monitor your investments and communicate where you are in meeting your goals on an ongoing basis.
Our Retirement Distribution Strategy replaces conventional evaluation processes which determine how and when an individual’s retirement savings should be distributed with our own statistical method.
TAX PLANNING
Our advisors provide guidance about strategies that could impact your tax situation and help implement tax-efficient strategies to maximize your after-tax returns. We collaborate with you and your tax advisor to make sure we are all working toward common goals.
ESTATE PLANNING
An estate plan can be one of the most effective ways of lowering estate taxes, while providing for your family and leaving a legacy for the future. As your estate planning partner, we may:
- Coordinate with your attorney and CPA to implement your estate plan from beginning to end
- Review ways to reduce estate taxes
- Conduct routinely scheduled planning reviews
- Review and coordinate your philanthropic/charitable contributions
- Discuss trust services that may help you better navigate through life’s transitions.
WEALTH TRANSFER
We’ll help you understand the strategies and methods to effectively move assets from one generation to the next, either during your lifetime or upon your passing. Tailoring strategies for perpetuating wealth and establishing your legacy requires careful crafting and seamless execution.
Financial protection
We believe that having a well thought-out, understandable strategy, which helps protect portfolios and provides opportunity for growth, provides financial confidence. This starts with a diversified investment portfolio to reduce exposure to market volatility. Our wealth advisors regularly review and adjust your financial plans in response to changing market conditions, global events, legislation, and personal circumstances.
Education funding
We understand the importance of saving to meet your goals for financing your children’s or grandchildren’s education. Our analyses enable us to recommend the funding methods and saving strategies that will help you best meet your goals. We create projections, help you implement your plan, and monitor its progress on an ongoing basis.
PLAN YOUR FUTURE WITH US
Let us connect you with an advisor who will provide you with advice and a sphere of investments built around your short-and long-term goals. Our complimentary consultation can help you achieve the peace of mind that comes with exacting financial planning.
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