Our Services



Client Service and Communication

  • Frequent communication to establish your financial goals and chart a timeline for accomplishments
  • Financial document organizing using a customized organizer for all financial documents
  • Custom family website with electronic document storage
  • Electronic weekly market commentaries
  • Quarterly research and special reports on various wealth management topics
  • Invitation to intimate events, including client appreciation events (guests welcomed)


Investment Services

  • Regular investment review meetings with your advisor to ensure you are on track to meet your goals
  • Design and maintenance of personalized investment solutions and a portfolio appropriate to your needs
  • Recommendations regarding allocation and positioning of funds in retirement plans such as 401(k)s
  • Ongoing due diligence and monitoring of investments
  • Access to a professional investment team to comprehensively support your needs and questions


Tax Planning

  • Comprehensive review of your tax return to highlight opportunities for tax reduction strategies
  • Quarterly review of your tax situation and planning to incorporate any new tax law changes
  • Free consultation with your tax preparer


Retirement Planning

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

Estate Planning

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


Specialty Planning

  • Philanthropic solution through review and assessment of family goals and charitable values
  • Complete risk and insurance evaluation for comprehensive review of existing insurance coverage
  • Executive Compensation review of stock options, grants, restricted units, deferred compensation and concentrated equity positions to determine tax and cash flow implications
  • Small business operational advice to include tax planning, business purchase review and valuation