Wealth Planning

My team and I will work with you to develop a customized, comprehensive wealth plan to simplify your life and provide you with the peace of mind in knowing that the decisions you are making throughout every stage of your life are the right ones for you. 
A wealth plan includes all areas of your financial well-being and provides easy-to-understand solutions to complex life events.  It’s a life-long process that involves identifying and setting realistic wealth and cash flow goals, then implementing and monitoring those goals as they evolve and change over the course of your lives. 
Financial achievement is dependent upon setting priorities and using various financial products and tax minimization strategies that are available to you through the care and guidance of an experienced wealth professional.

What does a comprehensive wealth plan include?





  • A customized portfolio based on your needs for income, growth, and security

  • Diversification to manage risk and achieve return objectives

  • Ongoing reviews and rebalancing

In consultation with your tax professionals, we can help you identify tax-minimization strategies that can:

  • Protect your wealth

  • Enhance your after-tax retirement income

  • Minimize estate taxes

  • Maximize retirement savings and income

  • Coordinate the transition from accumulation to retirement

  • Assist with business and wealth succession

  • Maximize contributions to fully attract any government benefits available to you


Credit and Lending


Estate and
Legacy Planning


Our team of Private Wealth Banking Advisors can assist you with:

  • Personal credit and lending

  • Business financing and leasing

  • Protect your financial security

  • Enhance your after-tax wealth

  • Wealth transfer strategies

  • Minimize estate taxes

  • Identify opportunities to protect your estate for your family

  • Professional Trust and Estate services

  • Help you create an enduring family legacy

  • Philanthropy

  • Clarify your financial goals both now and in the future

  • Create a net-worth statement

  • Recommend planning strategies