Broker Check

Legacy Planning

Distinctive Guidance for Significant Wealth

With significant wealth comes great opportunity as well as an increasing complexity of choice – especially with respect to who you entrust to share your financial and personal aspirations. While maintaining and growing your assets are critical, equally important is developing a strategy for living behind a legacy, and having the freedom to pursue what is important to you

Our Services Includes:

  • Comprehensive financial planning
  • Advanced estate planning
  • Investment Consulting
  • Advanced portfolio and investment analytics
  • Tax sensitive investing
  • Trust services*
  • Single stock risk management
  • Executive compensation arrangements
  • Business exit planning
  • Financial windfall planning
  • Insurance planning
  • Foundation and endowment guidance

Benefits of Working with our Firm

Objective guidance. We have no proprietary investment products to sell or investment banking relationships to promote. We are here to provide objective recommendations.

Innovative Strategies. We have an understanding of the myriad of opportunities available to you, as well as the complex challenges you face, and are free to recommend only those strategies we believe align with your goals and aspirations.

Philanthropic Support. As a client of ours, you benefit from our wide range of resources to help distribute your wealth to your favorite charities and endowments.

Putting Your Wealth to Work For You

Our purpose is to deliver objective financial guidance and personalized service to help you manage and preserve your wealth, create a strategy for passing on a lasting heritage to loved ones or meaningful charities, and empower you to pursue your life’s aspirations.

Our firm is positioned to cater to your distinct financial needs. As your trusted financial advocate, we provide objective investment guidance and financial planning to help you manage your wealth over your lifetime and beyond.

Strategic Collaboration and Personalized Support

Our expectation is the same as yours – to be there for you when you need us.

Our firm specializes in creating strategies that address complex wealth management issues, such as minimizing tax implications, so you can effectively control the destination and purpose of your wealth. We anticipate issues proactively, strategize for maximum results and, above all, are ever present and committed to your success.

Exceptional Service and Communication

Our service to you is of utmost importance, and at the heart of that is an unparalleled communication model. We adapt our approach based solely on your preference, with an emphasis on fostering a trusted relationship that encourages an open exchange of ideas and shared concerns. Most importantly, we are available whenever you want to discuss your ongoing portfolio performance, and we proactively reach out to you whenever opportunities to help grow and preserve your wealth present themselves.

Engaging Our Team

Today’s market complexity and volatility demand specialized attention with a holistic approach to wealth management. We provide the intellectual capital and resources needed to offer a dynamic approach to your investment objectives. In concert with our experienced staff, we engage a network of trusted professionals – such accounting, legal, real estate and insurance professionals – to support all facets of your wealth management needs. We can also partner with existing professionals who you have come to know and trust.

Our Approach

Our process starts with gaining a deep understanding of your values and perspective on finances. We make it our goal to anticipate your needs, taking proactive steps to make timely recommendations that hold true to your best interests.

Once we have insight into your distinct financial situation, we begin to design a highly customized, integrated wealth management solution. When creating your personalized plan, we use strategies based on key principles, such as the importance of prudent diversification and the central role of asset allocation in managing risk. Our experienced team is skilled in addressing the complexities and concerns that affluent individuals face and, having managed assets through a wide range of market cycles, understands the importance of adopting a long-term perspective and maintaining a consistent approach.

Implementation of your wealth management strategy is the final step in the initial process, but only the beginning of our ongoing commitment to you. Continued collaboration with you and your trusted professionals ensures that we continue to support your investment objectives. As markets fluctuate and objectives change, we make ongoing tactical adjustments, as needed, consistently strategizing to ensure that your plan complements your changing life priorities.

There is no guarantee that a diversified portfolio will enhance overall returns of outperform a non-diversified portfolio. Diversification and asset allocation do not protect against market risk.

There is no assurance that those techniques are suitable for all investors or will yield positive outcomes.

Our Independence, Your Advantage

Our independence means we can provide you with objective, objective financial guidance – allowing us to act in your best interests at all times.

As an independent firm, we have the flexibility to offer you to access to a wide range of non-proprietary products and services – without the obligation to sell any particular investment brand – keeping our focus solely on your wealth management and legacy objectives.

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.