WHAT WE DO
Let’s make a plan.
We get to know you so we can serve you better.
From the moment you sit down with us, the focus is on you.
We’ll take a detailed view of your situation so we can build a tailor-made investment plan just for you. And we’ll also work with you every step of the way, so you’re never left in the dark.
Every client has a dedicated Private Wealth Advisor backed by a team with decades of experience, including Trust & Estate professionals, Investment Specialists and a Wealth Advisory Group. With no call centers or no waiting on hold, you’ll enjoy the kind of service you’d expect from a trusted friend.
OUR CLIENTS
Customized plans to suit your needs
Wherever you’re coming from, we’ll help you take the next steps.
Perhaps you’ve received an inheritance. Or are thinking about a succession plan for your business. Or want to pursue a philanthropic legacy. Whatever your goals or stage in life, we’ll craft an investment strategy to fit your needs.
Let us know what’s important to you. That’s what matters to us.
Reach out to one of our Private Wealth Advisors and see what we can do for you.
You’ve made your professional mark. Now it’s time to enjoy the rewards.
We have deep experience assisting both business owners and corporate executives. For example, our team can assist with business succession planning by helping owners project their financial needs following the sale of a company. Likewise, we can help corporate executives with considerations for grant and option planning to maximize their stock options.
No matter your needs, we can help you get where you want to go.
Nothing’s more important than your legacy.
We can help with many facets of estate planning, so you can pass on your wishes and values to future generations. Our Trust Relationship Specialists develop long-lasting relationships with the families, helping to preserve what you’ve built.
In addition to a full range of trust services, our team can also help administer your trust, freeing loved ones of the burden of paperwork and tax-keeping. Reach out to us and secure your legacy.
Whatever your philanthropic mission, we can be of service.
We serve nonprofits of all types, and will design an investment plan to support your organization. Guided by your growth objectives and risk tolerance, we can assist with a range of planning and investment needs.
We can help you deliver the total package to your clients.
We regularly work in tandem with accountants, attorneys and other professionals who are seeking to provide the highest level of service to their own clients. We aim to be a reliable and trustworthy partner who can assist you in meeting the wealth planning and investment management needs of your most discerning clients.
Find out how we can help you serve your clients.
Creating your financial game plan
Our approach, called Goals-Based Portfolio Solutions (or GPS for short), is rooted in extensive academic research and analytics. This enhanced analysis builds upon traditional wealth planning work by customizing portfolio recommendations to address all your financial goals.
We’ll also conduct a Wealth Strategy analysis, modeling investments so you can see the potential trade-offs of decisions. As a result, you’ll get a clear view of how your assets may grow over time.
But we don’t just set things up and leave. We evolve your investment planning to suit your circumstances. And as your needs change, we’ll be ready to help you stay on track.