We bring clarity & cohesion to your financial life by connecting your investment portfolio to a strategic financial plan. This plan includes essential matters such as legacy planning, insurance planning, tax planning and charitable giving strategies. We apply our extensive experience in both financial planning and investment management to personalize a plan to your specific situation, needs and goals.
We realize that our clients are singularly focused on pursuing their goals, but we often see examples where their investments are spread among multiple accounts, dependent on decisions made in isolation. Our goal is to serve as your financial advocate, coordinating your complete financial program. It’s why we also may collaborate with your accountant and attorney when the situation warrants, with your knowledge and approval.