Our Wealth Management Services

Exceptional Client Service and Communication

  • Frequent communication to establish your financial goals and chart a timeline for accomplishments
  • Financial document organizing using a customized, online organizer for all financial documents
  • Personal custom family website with electronic document storage
  • Invitation to regular investment seminars and Webinars

Wealth Management

  • Private Client Wealth Manager to address your investment needs
  • Quarterly market recaps and performance review with Private Client Wealth Manager
  • Design and maintenance of a personalized portfolio appropriate to your needs
  • Access to Institutional Money Managers
  • Review of allocations and positioning of outside assets such as funds in retirement plans
  • Ongoing due diligence of investments to help ensure they continue to meet your objectives

Tax Planning

  • Recommendations of tax strategies including tax advantaged investments
  • Free consultation with your tax preparer

Retirement Planning

  • Analysis of your current and future income needs to drive investment decision making
  • Continual implementation of recommendations to help maintain a comfortable standard of living
  • Recommendations for your best distribution strategy from your employer retirement plans and IRAs
  • Recommendations regarding appropriate strategy for Social Security payment options

Estate Planning Strategies

  • Analysis of your current estate plan and concerns
  • Free consultation with your estate planning attorney
  • Assistance in transferring assets to your living trust
  • Organize meetings with your family to review your financial and estate situations
  • Guidance with the appropriate and necessary steps in the event of the death of a loved one

Specialty Planning

  • Complete risk and insurance evaluation for comprehensive review of existing insurance coverage
  • Philanthropic strategies through review and assessment of family goals and charitable values
  • Executive Compensation review of stock options, grants, restricted units, deferred compensation and concentrated equity positions to determine tax and cash flow implications