"By combining advanced planning, investment consulting, and relationship management, you’ll be better prepared to grow and preserve your wealth for your lifetime and for generations to come. Wealth means different things to different people. We are here to listen to what it means to you and how you envision it for yourself and your family. It is our opinion that with the right plan and wealth manager, you can accomplish all your financial goals."
Your Comprehensive Family Office Approach To Wealth Management
Our in-house team of professionals work together to implement comprehensive wealth strategies and help maintain ongoing financial clarity. Our disciplined client process is designed to uncover the deeper purpose and priorities behind your wealth and provide a family-office level of service to keep everything on track.
Our five-step process includes:
Step 1: Define Your Financial Purpose
We begin by gaining an in-depth understanding of your financial situation and goals to uncover the deeper purpose and priorities behind your wealth.
Step 2: Develop a Comprehensive Plan
Our team conducts a thorough analysis of your total net worth, including investments, business assets, real estate, insurance policies, estate plans, and tax considerations. This enables us to develop a strategic, goal-based plan tailored to your unique needs and circumstances.
Step 3: Your Investment Proposal
Using our research and analysis process, we create a personalized investment proposal that is designed to align with your financial goals. We present this proposal to you for discussion and feedback, and refine it as necessary.
Step 4: Establish Your Family Office
Throughout our relationship, we utilize our family office infrastructure to organize your financial life and keep it on track to help meet your goals. Our tailored family office approach is designed to meet your unique needs and financial composition.
Step 5: Review Your Wealth Regularly
We meet with you regularly to review your comprehensive financial plan and make adjustments for changes in financial objectives, market conditions, and tax and estate planning laws. We also provide you with quarterly performance reports, tax summary updates, net worth statements, and market insights and commentary to keep you informed.
Our Investment Approach
Making Money is important, but helping to protect that money is just as,. if not more important.