Individualized, multigenerational wealth planning
As family-focused CERTIFIED FINANCIAL PLANNERS® (CFPs®), our aim is to provide multigenerational solutions for parents, grandparents, kids, grandkids – and beyond. We believe that families who manage their wealth together have the best chance of making it last and grow significantly.
This approach has important benefits:
We can offer the best value. When your children are ready to invest, we include their accounts seamlessly with yours to offer lower fee rates than they would normally get on their own. Informed clients are smart clients.
At first, when clients want us to meet their kids, they bring them into meetings when they are young to listen, learn and get comfortable with us.
Later, when they are ready, we can help them begin to invest and understand how the markets work.
As our clients age, the tables turn: their kids usually want to be involved to support their parents and make sure they get the proper care.
We can provide more tailored, trusted advice.
Working with all generations, we can truly get to know your family, what’s important to everyone, and what you want to accomplish.
This enables us to create a great Wealth Plan that addresses all the nuances and changes in your lives and provide the best, most customized advice. This in turn builds your trust and confidence in our team.