We offer personalized financial planning services, encompassing a wide range of areas such as investment management, retirement planning, tax optimization, college planning, estate planning, and risk management. We have access to the same financial support, models, and products the large firms utilize yet provide our clients with stability, continuity, and a long-standing partnership that moves and evolves as their lives change and evolve.

Includes:

• Asset Management (AUM)

• Yearly Financial planning

• Quarterly check-ins

• Long and short-term planning around: college, charitable giving, diversification, retirement, real estate, unplanned events and circumstances.

• Specialized areas of expertise:

• Navigating current or unplanned life circumstances i.e. aging parents, disabled children or relatives, divorce, death, and illness.

This is for you if:

• You have assets under management (AUM)

• Desire a long-term partnership and would like an expert, knowledgeable, and trusted guide by your side during life’s different seasons.

• You need succession planning, expect to inherit a substantial sum, or desire a philanthropic legacy.

• Have a moderate to complex financial life.

Fee: 

• Asset-based fee or AUM fee.