Our goal is to help you align your finances with what is important to you.
The term wealth management means different things to different people. The way we define it, we look beyond investments and help you optimize all aspects of your personal finances. We coordinate ongoing investment management with retirement, tax, estate, risk management, business succession, charitable, and education planning. We may also bring other items to your attention from time to time.
Regular meetings are scheduled to discuss any new developments in your life, review your financial progress, and address risks and opportunities. While we encourage quarterly client contact, the frequency and timing may vary depending upon your situation or preferences. We would like to meet with you no less than annually.
Here are a few of the important benefits of our wealth management services:
Protect and enjoy your lifestyle
Life is meant to be enjoyed and we view effective wealth management as a way for you to spend time on the things that are important to you.
Create financial comfort
An important principle in what we do is to create a sense of comfort. You have worked hard to build up your financial resources and we provide you with peace of mind to know that your finances are being responsibly cared for.
Provide for your family
Whether it is looking after children, helping parents, paying for education or providing for the future, you can depend on us to identify issues important to your family and incorporate that insight into the recommendations we provide you.
Plan for the expected and unexpected
Sometimes the “best laid plans” need to change because life changes. An important role for us is to help you prepare for those life issues that may affect your overall plans.
Build a legacy
We help you understand how to turn your success into a significant legacy. Whether you need practical advice on how to pass on assets later, or you’d like to make a positive difference today for the people and charities important to you, we can help you make the best financial choices for you.