We strive to provide a better wealth experience to our clients during the financial planning process through deep and meaningful relationships that last for generations.
Establishing
Deep and Meaningful Relationships
We strive to help our clients reach their goals through deep and meaningful relationships that last for generations.
Learn More Today About
How We Can Help
Contact us today to find out how we can help you plan for your financial future.
Why Us?
Integrity, Knowledge & Experience
About Us
We are a father/son team with 46 years of experience in helping our clients make smart decisions about money. Learn More
Our Philosophy
Our passion is providing comprehensive planning and investment management to clients who are approaching or already in retirement. Simply put, we strive to be our client’s trusted advisor. Our primary focus is to provide unbiased opinions that are designed to achieve long term results. We do this with the highest levels of trust, integrity and respect while always collaborating using a team approach.
Our Process
Our consultative Wealth Management Process addresses your advanced planning needs by coordinating with a team of specialized professionals. We oversee the entire process to ensure our clients assets are: enhanced with proper tax strategies, protected by risk management strategies, preserved through legacy planning, and provided a greater impact through charitable gifting strategies. Learn More
Investment Consulting is the core component of our proprietary, Wealth Management Process. Our objective is to design globally diversified portfolios that will enhance the probability of reaching your long term goals. We construct these goal oriented portfolios using scientific and academic research. Our investment philosophy has always been to take on only enough risk to meet the required objectives. We then create detailed Investment Policy Statements which serve to keep both of us on track through market cycles and various distractions.
Relationship Management
Building and fostering client relationships over time through a consultative process and managing the relationship with other professional advisors. As your personal Chief Financial Officer, we identify pitfalls that may affect you and then consult other members of your professional team who can provide expertise in a variety of specialties, including taxes, estate planning, insurance and business issues.
Charitable Giving
Making meaningful gifts to charity in the most impactful way possible. Charitable gifting seeks effective strategies to fulfill your charitable goals. It is most effective when coordinated with wealth enhancement, transfer and protection.
Wealth Enhancement
Minimizing the impact of taxes on your investment returns by utilizing various tax reduction techniques, while ensuring the cash flow you need. We evaluate Social Security claiming strategies and coordinate distributions from pensions, taxable, tax deferred, and tax free investments. The overall objective is to maintain a lifelong sustainable income.
Wealth Transfer
Ensuring that your money goes to the right people in the right way. Wealth transfer seeks effective strategies to keep you in control of how you ultimately transfer assets to your heirs. Proper titling of assets, appropriate beneficiary arrangements, and the utilization of trusts can minimizes expense and tax in order to maximize what beneficiaries receive.
Wealth Protection
Helping to ensure that assets are not unjustly taken. Asset protection strategies aim to protect your wealth against extended health care needs, potential liability issues, and other privacy or security concerns you might have.
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Meet Our Team
Learn more about our team of professionals and see what makes us different. We're here to help guide you in the right direction.
