Increasingly Complex Situations Demand Carefully Crafted Solutions

 

Our services are designed for clients who have reached the stage where their financial affairs have become increasingly complex and they require professional assistance managing their financial assets. Our clients include individuals who are:

Approaching retirement, or already retired, and need to create or update their financial plan to help clarify their retirement lifestyle needs, determine exactly when they can retire, project their expected retirement income and implement strategies to optimize their savings until, or during, retirement while protecting their financial security

Busy executives and professionals looking to free their time to focus on personal and career goals

Successful business owners and self-employed professionals who need help managing personal and business assets or are preparing to sell business assets and need advice on how to convert these assets into a well-funded retirement and equitable estate for their beneficiaries

Well established families updating their will or overall estate plan and could benefit from tax-efficient investment strategies to help transfer greater wealth to the next generation or create a more enduring charitable legacy

Non-profit organizations requiring assistance managing investment assets according to specific guidelines

Going through a separation or divorce and would prefer to work with their own advisor to establish financial independence

Living in the United States for an extended period of time and needing assistance with cross-border financial, investment and tax considerations

Receiving a large windfall, perhaps from an inheritance, signing bonus, sale of a large asset, or lottery winnings and need professional wealth management to cope with sudden wealth

Dissatisfied or unsure about the financial advice they are currently receiving and interested in a professional second opinion on their portfolio

Consolidating assets for a secure, successful retirement

Jean-Pierre and Sharon are ready for the next step of their wealth journey – retirement. Find out how consolidating their assets and a custom financial plan helped this family feel secure and excited about their new life.

Preparing the next generation

It's important to Dale and Darice that their two boys build their financial knowledge and confidence to the point where they can make informed decisions. Find out how financial education and mentors have helped this family become better stewards of wealth.