We provide holistic and integrated financial planning and wealth management services to determine the best path for supporting clients’ desired lifestyle and yielding preferred financial outcomes.
As firm believers in Modern Portfolio Theory and the benefits of asset allocation, we design customized investment portfolios based on our clients’ individual needs. We invest primarily in best-in-class mutual funds and ETFs, utilize tax overlay strategies when it makes sense strategically, and partner with specialists as needed for stocks, bonds, and other investments.
Cross-Border Planning and Tax Strategy
We help clients with international interests make sense of what can be difficult terrain to navigate by constructing and maintaining disciplined financial plans that comply with both U.S. and local tax laws.
Individual Tax Planning and Compliance
In collaboration with our clients and, if desired, their accountants or attorneys, we formulate appropriate, advantageous tax strategies to help capitalize on tax minimization opportunities.
We thoroughly vet any existing insurance coverages maintained by our clients and provide recommendations for additional coverage if we believe there is a need for it, or if certain policies could provide value to our clients.
Planning for retirement is vital to many of our clients, which is why we make it a priority, as well, documenting a clear path to guide them as they transition seamlessly to the next stage of their lives.
Estate, Trust, and Multigenerational Planning
We work closely with clients’ attorneys to design estate plans that are intimately connected to our clients’ values — and that reflect constantly evolving state and federal tax laws. It is only in this way that our clients can be confident they are well positioned to leave the legacy they desire.
Business Assessment, Consulting, and Planning
By leveraging our executive management acumen, we are able to provide independent business intelligence and sound guidance that align with the best interests of our clients including business owners and founders as well as those involved with family-owned businesses. We provide consulting to businesses in the following areas:
- Financial Optimization
- Strategic Planning
- Practice Transformation
- Personal Planning Integration for Business Owners