A Modern Approach to Wealth Management

 

Our approach includes the traditional elements of financial planning but focuses on how the components work together as a system and goes beyond investing to include the important financial decision-making families face today.

We recognize that a formal planning process can be overwhelming and time-consuming. For these reasons, we've created a simplified experience for advice and planning with engaging tools and user-friendly technology. Sharing information, implementing strategies, and working together have never been easier.

Engaging with us is easy and flexible. We offer comprehensive financial planning as a stand-alone service. We provide advice and strategy, as needed, through an hourly engagement, and we offer investment management services on a fee-only basis to eliminate conflicts of commission-based product sales. The choice is yours, we are here to serve you.   Please contact us for a complementary consultation.

 

Comprehensive financial planning includes:

  • Cash Flow Analysis
  • Investment Planning
  • Insurance Planning
  • Estate Planning
  • Tax Planning
  • Retirement Planning
  • Education Planning

Hourly engagements may include:

  • Employee benefits analysis
  • Pension decisions
  • Social Security optimization
  • Major purchases
  • Life events
  • Business transactions

Investment management services include:

  • Risk-adjusted portfolio construction
  • Ongoing monitoring and management
  • Portfolio rebalancing
  • Tax efficiency strategies
  • Retirement and non- retirement accounts