HOLISTIC WEALTH MANAGEMENT AND FAMILY PLANNING FOCUSED ON WEALTH PRESERVATION FOR GENERATIONS TO FOLLOW.


Our approach to preserving and expanding wealth is a blend of financial strategy, investment philosophy and risk management. Through careful research and by drawing on past experience, we help you achieve your financial goals. We protect your investments, increase liquidity and diversify your portfolio, all with the goal of reducing investment risk while meeting your objectives.

ASSET ALLOCATION AND MONTE CARLO

Asset Allocation is a crucial step in developing a plan. Utilizing a balanced approach, recommendations are constructed on a client-by-client basis while taking into account income needs and the needs of future generations. Our Monte Carlo simulation model is created to help determine how much or how little risk you need to take to generate the cash flow you desire to maintain your lifestyle, leave a legacy for your family, and/or meet your charitable intent. Your portfolio is then designed to increase expected returns while carefully monitoring risk to protect against downside movements in the markets.

ESTATE AND TAX PLANNING

Estate taxes can destroy multi-generational wealth. While a basic estate plan allows you to decide who will receive your assets upon your death, advanced transfer tax planning may enable you to pass additional wealth to your descendants.

We work with your existing counsel, reducing your costs while accelerating the impact of the planning. Amist a rapidly changing tax and economic environment, we are committed to helping you create a comprehensive plan. We follow changes in the transfer tax laws, alert you of them, and develop timely planning strategies so you can take full advantage of any tax law changes that may help preserve your family’s wealth.

Whether it’s setting up trusts for wealth transfer, identifying the intangible aspects worthy of consideration for the dispositive terms of your documents, working with you to extend your values in your legacy plan, or establishing a charitable giving approach, we apply sophisticated planning techniques to your investment strategy. We help to form a plan tailored to your needs — a plan that will yield both peace of mind and a lasting legacy for you and your family.