Our comprehensive wealth management services:

  • Financial planning
  • Investing
  • Tax planing
  • Retirement planning
  • Education
  • Credit and lending
  • Insurance planning
  • Estate and legacy planning

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Our approach:

Step 1: Discover

  • Understanding your financial goals, potential obstacles and preferences
  • Identifying your interests, if any, in our High Net Worth (HNW) services beyond investing
  • Gathering documentation
  • Opening dialogues with your accountant and attorney, if required

Step 2: Develop

  • Personalized financial plan
  • Investment portfolio
  • HNW Services
  • Implementation and transition schedule
  • Work together on briefings and reviews

Step 3: Implement

  • Initiate the financial plan
  • Phase in the investment recommendations
  • Enroll in HNW services (if required)
  • Send transfer forms, consolidate assets
  • Review the forthcoming client statements

Step 4: Monitor

  • Monitor progress according to the plan
  • Adjust the plan and investments when needed
  • Inform you, your accountant, and attorney of anything you should be aware of
  • Help you navigate your options of complex wealth