Wealth Management

Wealth Management is the ongoing process of managing your investments according to your objectives, combined with our specialized services for a variety of financial planning needs, including but not limited to:

  • tax planning
  • estate planning
  • retirement planning
  • retirement projections
  • budgeting
  • purchasing decisions
  • career changes
  • life transitions
  • age-related transitions
  • small business needs
  • legacy planning and family meetings

There are many life decisions that affect or are affected by your finances, and we are equipped to help you navigate them. We also collaborate with your accountants, lawyers, and insurance professionals for a holistic approach to managing your life and legacy.

Often called investment management, asset management, or portfolio management, the process of bringing research, due diligence, investment selection, and asset allocation together to construct a suitable portfolio according to your pre-determined objectives and risk tolerance is a primary specialization of our firm.

Combining the powers of the financial planning process with our disciplined approach to fiduciary investment management, Wealth Management utilizes our team’s specialized skills in serving you in almost every area where your money and financial legacy are concerned.

These services are offered as an integrated service for a single fee to high-net worth individuals and families, trusts and estates, 401(k) plans, etc.

Our Wealth Management services begin with a minimum portfolio size of generally $500,000. There are exceptions to this minimum, particularly for clients who are adding to their portfolio on a regular basis.

Are we a good fit for you?