We work best with clients who have complex needs and require a highly skilled team to bring solutions to many of the issues that exist for those with wealth.
Our clients are Business Owners, Professionals, and High Net Worth individuals who have acquired wealth and require a qualified advisor to navigate them through important financial decisions.
We specialize in managing portfolios over $1 Million as this is where our approach can add the most value. It also ensures we are keeping our practice limited to an exclusive number of families which allows us to get to know the more intimate details and provide exceptional service.
Our focus is on providing strategies to our clientele on topics such as:
- Generating Income for Retirement
- Dealing with Estate Tax issues
- Selling a Business
- Intergenerational Wealth Transfer
- Wealth Protection
- Tax Efficiency
- Integrated Wealth Management
- Financial and Estate Planning
- Trust Services
- Insurance
- Charitable Giving
