Develop a strategy that tells your story – a story designed to care for the people you love. A story that uses your income and assets to create a legacy. A story that, when it comes to life, has the potential to maximize your happiness.
Retirement & Financial Planning
When it comes to your retirement, our primary goal is to help you achieve your financial objectives to live the life you've imagined. Our advisors work to help you attain your goals while acknowledging and managing unnecessary investment risks.LEARN MORE Click here to learn more about Retirement & Financial Planning services.
A great estate plan should tell your story — the story you want told if you’re not around to tell it. Your story communicates who you care about, what you care about and what you believe. It is unique to you. Key questions to consider:
- What do you believe in?
- Who do you want to take care of?
- How do you want decisions made?
- How does my estate plan fit with my overall financial plan?
Family Wealth Planning
If your financial plan indicates that you have more than necessary for a lifetime of financial independence, your wealth can be used now to create your legacy (what you want for your family) and social impact (what you want for charitable causes). A legacy plan should address several key questions:
- Based on how you built your wealth and your personal values and beliefs, how should your legacy assets be used?
- Who should benefit from the legacy assets and when?
- How do you ensure that the wealth is used only by the people you care about (and not creditors, predators and divorcing spouses)?
Family Office Services
Our team of experienced professionals specializes in assisting ultra-high net worth families with individualized family office services designed to meet your family’s needs. Key areas of focus:
- Legacy and multigenerational planning
- Consolidated family investing strategy
- Tax planning
- Charitable giving
- Banking solutions
Business Succession Planning
As a multigenerational family business, we are especially attuned to the needs of business owners at every stage, from that initial creative spark to your retirement and beyond. Our experienced team of advisors will help you recognize and prepare a strategy for the inevitable transition of your business.LEARN MORE Click here to learn more about business succession planning.
Protecting Your Wealth
It’s easy to lose focus on the big picture when you have so many other priorities to manage – raising a family, building your career or growing your business. We’ll work with you to protect your wealth over the long term by understanding your net worth, the assets you own and the risks associated with them.LEARN MORE Click here to learn more about protecting your wealth.
We can also help you with...
This website may contain concepts that have legal, accounting, tax, and investment implications. It is not intended to provide legal, accounting, or tax advice and is not a recommendation to buy or sell any investment.
Unusually, this year, there is a confluence of things happening that suggest a transition not just from one year to the next but also from one economic environment to another. In this week’s investment commentary, Brian Andrew CFA shares his thoughts on some upcoming transitions—across political, interest rate and stock market themes—and how we’ll think about them in the new year.READ MORE about our latest investment commentary by Brian Andrew.
How Our Brains Sabotage Our Financial Planning – and What to Do about It
While financial planning never feels that simple, at its heart, in its soul, that is what it is: A strategy to maximize happiness.READ MORE Click here to read more about how our brain can sabotage financial planning.
Your Trusted Partner for Life's Biggest Moments
No matter what financial needs you may have, we're here for you. Our experienced advisors work closely with you to build the right path to help you achieve your goals.FIND AN ADVISOR