As part of our technology-enabled client experience, we use eMoney Advisor’s breakthrough software to help our clients maintain financial clarity. The platform includes an intuitive interface that you can view on any device, and planning and collaboration tools that help simplify the wealth management process.Log In to eMoney
Within our in-house team, each member has a specialized role and together we work through a disciplined client process to implement comprehensive wealth strategies and maintain ongoing financial clarity.
“We start by understanding the more intangible aspects of your life, like your family dynamics or business legacy vision, yet many of the value-adds that come from this process are quantifiable, like tax loss harvesting or investment opportunities.”
As your life, family and wealth become more complex, it takes a family-office level of service to keep everything on track. We’ve taken our core investment expertise and market knowledge, and built around it a robust financial planning solution and first-class client service model.
Through this comprehensive wealth process, we help our clients manage and track not only their investments, but their whole financial lives.
“Our clients expect direct communication and honest conversation. We serve as a central coordinator of a family office network of advisors, regularly offering new ideas as we help manage your financial life.”
For many families, the purpose of your wealth is closely tied to your vision of your family’s legacy, but questions of risk, longevity, and attrition create uncertainty and concern. In fact, 90% of U.S. families are affected by wealth attrition.
Each family’s needs are unique. We build an architecture that addresses the complexities – investments, personal and family considerations, changing market conditions – that will evolve over time as you’re building your wealth. This normally involves future generations coming to the table to communicate and collaborate, so that all family members are active stewards of their family’s wealth. We have found that this process helps reduce risk, increase longevity, eliminate attrition, and, ultimately, solidify your family legacy.
“We truly follow our own advice when it comes to investing. It’s common for us to recommend vehicles and securities that are part of our personal portfolios. That’s because, as fiduciaries, we have no other incentive than to help our clients reach their financial objectives.”
53% of wealthy investors expect to live to 100. For many, the biggest retirement question is about the longevity of wealth and lifestyle – you want to know that your lifestyle will not outpace your wealth.
Many of our clients are either retired or approaching retirement. We have decades of experience working with pre-retirees and retirees to design customized investment and retirement income strategies to ensure your wealth will last.
“Longevity is built into our practice, and this is something that matters to our clients. We can help you plan for a successful retirement knowing that we will be there to see you through it.”
34% of small business owners lack a retirement plan and almost 40% are not confident they can retire by age 65. When you have an equity stake in a business or corporation, managing and diversifying your wealth requires an in-depth understanding of the complexities of company stock, mitigating risk and effectively navigating business transitions.
We understand that for many business owners and executives, their business is their “baby” – you’ve cultivated it and grown it through years of hard work. For decades, we have guided business owners and Fortune 500 executives on a path to financial independence, through customized strategies that balance and diversify their holdings over time.
Find out what we’re seeing as today’s best-in-class investments and most effective tax minimization strategies.