Wealth Management

Personalized Planning

Our goal is to help you meet yours. Whether you are an individual or family, professional, executive, entrepreneur, business owner, retiree, widow/widower, or minor, we work with you to define your priorities and design a plan to help you meet them.

Often we meet you for the first time when you are going through a life transition such as a divorce, death of a family member, sale of a business, or preparing for retirement. In these situations, we serve as your counsel to help you manage these complex times with clarity and confidence.

We start by engaging with you in a dialog to identify your goals, values, and needs as well as uncover your most pressing questions:

  • Will I be able to retire when I want to?
  • Will my family be protected in something happens to me?
  • Am I saving enough?
  • Am I spending too much?
  • How much should I have in an emergency fund?

Based on your priorities, we develop a personalized financial plan to serve as the foundation for your investing strategy and solutions.

The plan can cover:

Retirement Planning
Retirement Income
Customized Financial Analysis & Modeling
Education Funding Strategies
Major Purchase or Expensive Analysis
Charitable Giving
Financial Literacy &Independence for Future Generations

Since life is always evolving, we revisit your plan periodically to help ensure that your goals and your investments align. We also collaborate with your other advisors – your attorney, accountant, and insurance professional – to make sure all their decisions are in line with your objectives.