What we do

Building and Protecting Your Wealth - Good Advice Starts with Great Questions. It is our job to ask the right questions when helping you to get the right answers. We consider the big picture as your life changes and your vision of the ideal future evolves. Together, we make the financial decisions to help you get there. Our wealth management approach extends well beyond investment counsel and money management. From investing, to utilizing insurance and tax strategies to build, protect, maximize, and transfer your wealth, our strategies address all aspects of your financial situation throughout your lifetime.  

How we work

1. Initial Consultation - Understanding your situation and goals.

We begin every relationship with a discovery meeting.  It is an opportunity for us to listen carefully to accurately understand your goals.  You may be surprised by the depth of these questions, as we discover what you really want out of life. We’ll explain our approach to wealth management and review your overall finances.

2. Wealth Management Discovery - Gather the Details

If everyone agrees there is a good fit, we will complete an inventory of your assets and liabilities, analyze your cash flow, risk management, and investment strategies, as well as record specific details on your family, business, trusted advisors, wills, trusts, insurance, charities and any other relevant considerations, and begin framing our recommendations.

3. Plan Design - Design your roadmap with the details in mind.

Using the feedback from the discovery session, we create and refine your unique proposal to set you on the right path to accomplish your goals.  Keeping the big picture in mind, we provide a high-level evaluation of your top priorities and discuss how to employ resources.

4. Implementation

At this time, we begin collaborating with your other advisors, as well as our in-house specialists, so you have the confidence that your team is working together.  We set your wealth solution plan in motion and keep you informed about your progress towards realizing your vision of the future.  Your accounts are closely monitored, and regular contact meetings are scheduled to keep you on track, focused, and feeling in control of your financial future.