Helping you achieve your personal and financial goals

Wealth management is a comprehensive approach to helping you achieve your desired financial future, and it extends far beyond investment advice. We help you and your family navigate the complexities of managing wealth by helping you understand the various financial issues, concerns and opportunities you face at every life stage. 

 

Financial Planning: Keeping you on track

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We create financial plans for every one of our clients because understanding your goals and how you will get there is an essential part of our process. We focus on developing a written comprehensive plan that that looks at every financial decision that impacts your life while including projections, assumptions and simulations to determine what your financial future could look like. Your personal financial plan is reviewed on a regular basis to ensure you are on track.

Taxes: Keeping your hard-earned money

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As your wealth grows, your tax situation typically gets more complex. Taxation is the largest expense affluent investors will ever face. We will help you create a financial plan that not only achieves your financial goals but also helps minimize your tax burden now and in the future. Our goal is to work directly with your other advisors including lawyers and accountants to deliver integrated strategies.

Estates & Wills: Leaving a legacy

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As a high net-worth individual or business owner, you have unique requirements and significant assets to manage. We can help you take the right steps to minimize the impact of taxes on your estate through insurance, while ensuing your wishes are fulfilled. Leaving a legacy in the form of a gift or inheritance to your family is a rewarding experience, paying tribute to the people and values that shaped your life.

Family: Working with all generations

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Advising multiple generations of families is the most effective wealth management process. Helping older generations preserve wealth and transfer it to loved ones, while helping younger generations adopt the principles and responsibilities of family wealth and embrace financial discipline is increasingly important.

Retirement: Fulfilling your dreams

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You’ve worked hard – you deserve a lifestyle that excites you. We can help you plan to make sure that joy is always within your budget. Build your capital, protect your savings and expand your income with approaches and solutions designed for this important state of your life.

Business Succession: Planning the transition

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Having a succession plan can help protect your assets when the time comes for you to transition the business to the next generation or an outside buyer. Through a business succession plan we also consider protecting also keep your business function top of mine when shareholder retires or passes away. Elements of a successful business succession plan include putting in place buy-sell agreements, a will and powers of attorney.

Philanthropy: Supporting what matters to you

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We will help you support causes that matter to you in context of your comprehensive wealth management strategy. It’s rewarding to be a position to help others in a significant way – all it takes is proper tax and estate planning. With our Charitable Gift Program you can maximize the benefits and ensure your giving is as impactful as possible. Ask us for more information to learn more