We know you’re smart with your money and you could invest it on your own, but you don’t have the time. As a financial concierge, we take care of all aspects of your finances, so you can focus on your career and spend time with your family. We recognize the unique opportunities and salary complexities of executives. We focus on confidentiality and efficiency, while respecting the value of your time.
You’ve worked hard your entire life, now it’s time to enjoy your time, but you still need a plan for the future. Our team helps you manage your money, so you can make the most of this stage of your life. We work with you to develop a customized cash flow strategy to help fund your retirement needs. We analyze your projected estate to understand your tax exposure and to ensure you’re legacy wishes are attainable.
Being an entrepreneur and growing a thriving business takes your full attention and doesn’t leave much room for anything else. With our expertise and support, we can help make sure your hard earned money is growing too. With the help of our Business Advisory & Succession Planning team, we can provide expertise in business valuation, efficient corporately owned insurance and other relevant business practices.
Family and Trust accounts
Building your nest egg early will make your life easier. We provide a full financial picture for your family and create a personalized wealth plan to pass your wealth on to your children, your grandchildren and so on. Our team provides an open and non-intimidating environment, where clients feel comfortable sharing personal financial information and are never afraid to ask questions.