Build, Manage and Protect Your Wealth
Our business is geared towards High-Net-Worth Individuals, Professionals, Foundations, Executives and Business Owners, and has been built exclusively on referrals.
Custom Portfolios
Based on your unique circumstances, time horizon and risk tolerance, we will help create a customized portfolio to ensure that your investments are properly diversified and positioned to help you achieve your goals.
We realize that one portfolio solution is not suitable for all investors and will take into consideration important life changes while structuring portfolios in the most tax efficient manner.
Discretionary Wealth Management
A discretionary wealth management relationship can provide the freedom you need to focus on what’s important to you.
You can delegate responsibility of managing your investment assets, and day-to-day investment decisions with complete confidence, knowing that our team follows an extremely disciplined approach to investment management.
It starts with establishing your personal Investment Policy Statement, which specifies your investment objectives, risk tolerance and investment time horizon, while providing asset mix guidelines.
Our team works within the framework established within your personal investment policy, while our independent Portfolio Risk Management Group provides an extra level of diligence, regularly monitoring your portfolio to ensure compliance with your investment policy.
You will have access to a complete range of investment choices with the simplicity of paying one asset-based fee. We can plan, implement, and adjust your portfolio as needed—without paying additional transaction fees.
Strategic Insurance Solutions
When most people think of insurance, they think of life, home, and auto insurance. But insurance-based strategies can also help you protect and enhance your wealth.
We can meet with you to determine the suitability and cost-effectiveness of several insurance strategies to:
- Boost your retirement income
- Enhance the value of your estate for your beneficiaries
- Protect your assets from the impact of probate taxes
- Maximize your gift to charity
Financial Planning
Financial Planning is an essential part of keeping your finances on track and working towards your goals. We offer financial plans designed for your individual needs, whether you’re still working or already retired and whether your financial situation is less or more complex.
Our goal is to guide you and your family through each life stage – helping you understand the various financial issues, concerns and opportunities you face including:
- Cash & debt management
- Tax planning
- Investment planning
- Retirement planning
- Estate planning
- Business succession planning
- Education savings
You will receive a personalized report containing specific recommendations on the actions to take.
Will and Estate Planning
Our Will & Estate Consultants provide you with information on structuring your estate in an efficient and tax effective manner.
It will cover topics such as:
- Updating your Will
- Evaluating suitability of trust structures
- Naming your executor
- Conferring Powers of Attorney
- Maximizing your family’s legacy and charitable gifts
Following your meeting, you will receive a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.
