We help a select group of clients find customized solutions to build, preserve and transition wealth through multiple generations, with a unique focus on providing tax-efficient and sustainable cash flow/income during their lifetime.
We accomplish this by offering comprehensive wealth planning services including investment management, retirement and estate planning, wealth transition planning and succession planning. We strive to be our clients' personal CFO, in effect acting as a "quarterback" for what is typically a team of financial professionals.
We want to help our clients understand that building and managing wealth is about reducing stress in one's life, rather than creating it. We will design and manage a financial plan that will help our clients achieve their investment and lifestyle objectives without undue risk, allowing them to sleep soundly at night.