What makes our Wealth Management process unique?

Our Financial Planner begins by getting to know you and your goals and then creates a plan to help you achieve them.  As part of this process, our team’s Tax Specialist ensures you are taking advantage of all income tax opportunities available to you. Only then will we recommend a personalized investment portfolio strategy. Once your strategy is defined, the investment portfolio is developed and overseen by our Chief Investment Officer.  Always flexible, we will meet with you regularly to review, refine, and keep your investment strategy in line with your goals.

Financial Planning

Robert Meredith, PFP

We sit down with you to understand your personal and financial goals. We analyze your financial situation, including your needs, risk tolerance, and long-range plans.

Tax Planning

Susan Moore, CA, CPA, TEP

We proactively review your tax situation to identify income tax opportunities. Where beneficial, we work together with your accountant and lawyer, acting as a second set of eyes to ensure effective communication of planning opportunities.

Investment Planning

Donna Bernachi, CFA

We design customized portfolios based on financial and tax planning objectives. We continuously monitor and update your investments as external factors and personal circumstances dictate.

Cash Flow Strategies

Roger Heard, CFA

We ensure that your cash flow needs are met without taking undue market risk and in the most tax efficient manner possible.

Insurance Analysis

We identify both personal and corporate insurance solutions to increase your net worth, reduce the impact of taxation and secure your wealth transfer to your heirs in accordance with your wishes.

Estate & Legacy Planning

We help you preserve the wealth you have worked so hard to accumulate, and help to ensure an efficient transfer of that wealth to future generations. We guide you through the complex and emotional experience of becoming an executor.