You have an idea of what kind of lifestyle you would like to have. We collaborate with you to develop an understanding of your personal and financial priorities and values. This could include, planning for retirement, preparing to transition out of your business or funding a major purchase. We look at what resources you'll need to realize these objectives, how much time you'll need to make it happen and how you plan to make your goals fit into your overall budget and life.

You have worked hard to build your personal wealth. In addition to taking a complete inventory of your financial assets and liabilities , we look at your income, savings, current insurance coverage, and any tax strategies you have already implemented, to determine the probability of reaching your goals given your present circumstances.

You face threats that could interfere with your ability to achieve your financial objectives. We complete a rigorous analysis of your personal and financial circumstances and identify the potential dangers that may impede your chances of financial success, such as a heavy reliance on one spouse's ability to continually earn an income or an ad hoc approach to the allocation of assets and resources.

You have opportunities that you can capture and strengths that you can utilize to maximize your wealth. Once we have identified the problem areas, we look at what opportunities you have with respect to your investments, retirement, risk management, estate planning and taxation, that can be exploited to increase of the probability of achieving your objectives. Finally, we focus on the current strengths of your current financial circumstances. For instance, your ability to be self-disciplined about saving or your extensive investment knowledge. In identifying these strengths, we create a positive focus for moving forward and realizing your goals.

You want a process and methodology to evaluate the progress you are making to achieving your goals. We create a personalized wealth management strategy that is tailored to your objectives and allows for the long-term growth of your net worth. This can include, but is not limited to, such things as: Strategic asset allocation and wealth accumulation strategies, Tax-sheltering and creditor proofing assets, Risk management and insurance planning, Estate and Trust Planning

You want a wealth management plan that will stand the test of time. We provide you with regular updates on your financial progress, making adjustments to your investment portfolio as required, and ensuring your plan is still in line with your life circumstances.