Holistic Financial Wellness

Financial planning and wealth management for individuals, families, and business owners.

Creative, personalized financial solutions for whatever you have planned.

I’m retired or am preparing to retire.

We’ll help you navigate financial planning, distributions, estate planning, and more as you go through this big transition.

I own a business.

We’re your partners in retirement planning, business entity planning, executive benefits, compensation plans, insurance, and succession.

I have a family.

Plan ahead for all kinds of surprises. We can help you prioritize things like college planning, retirement planning, and life insurance.

I’m thinking about my legacy.

Make a plan for what you’ll leave behind. We’ll guide you through charitable giving, wealth transfers, your estate plan, and more.

Financial Planning

Take a look at where you are and where you see yourself in the future, then make a plan that connects the dots.


Buying a house, planning for college, retiring, estate planning—your finances are connected to almost every major life decision you’ll make. We can help you:

  •   Think about what’s possible and define your goals.
  •   Set realistic expectations and understand how your decisions will impact your big picture.
  •   Define the level of risk that makes sense for you.
  •   Draw up a plan that will get your where you want to be.
  •   Change gears as your plans, priorities, and resources change.

Investment Management

Transparent, informed portfolio management based on your assets, income, goals, and risk comfort zone.


You should know how your investments are structured, where fees are built in, and what risks you are taking. We encourage you to meet with us regularly so you always have a clear picture of how you’re doing.


Wealth Management

Take a comprehensive look at your finances and make a holistic plan to grow and protect your wealth.

Professional Guidance

Professional Guidance

Work directly with knowledgeable advisors.

Periodic Reviews

Periodic Reviews

Meet with us regularly to get updates on your portfolio and give us updates on your life.

Research

Research

A team of researchers works on your behalf to identify the most opportune investment options.

Ongoing Adjustments

Ongoing Adjustments

Your financial journey is lifelong. We’ll continually optimize your plan and portfolio as things change.


Risk Management

Mitigate risk in your financial plan with some forethought—and our guidance.


  •   Define your risk tolerance as it relates to investments.
  •   Identify unnecessary risk and solve for it with customized solutions that include insurance and minimizing exposures.

Taxation

See which decisions you can make now (and later) to help minimize what you owe in taxes.


Professional Guidance

Income

Explore ways to reduce your taxable income.

Periodic Reviews

Deferral Strategies

There are a variety of investment vehicles that help you build wealth at lower tax rates.

Ongoing Adjustments

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Research

Tax-Efficient Planning

This kind of planning is unique to every situation. We help identify taxes you shouldn’t be paying and tailor your plan and portfolio accordingly.


Charitable Giving

Integrate charitable planning into your overall financial plan with the help of our in-depth knowledge. Among other strategies, we can help you set up:


  •   Donor-advised funds
  •   Charitable remainder trusts
  •   Charitable gift annuities
  •   Foundations

Set yourself up for a more carefree life.

The first call is on us—reach out for a complimentary consultation.

Contact Us