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Wealth Planning

We strive to develop a deep understanding of our clients’ unique personal and investment needs, then work tirelessly on their behalf to develop customized solutions that seek to meet their financial objectives and exceed their expectations.

Process

  • 1

    In depth client meeting to better understand:

    • Financial objectives
    • Family circumstances
    • Risk tolerance
    • Time horizon
  • 2

    Identification of client’s ancillary financial needs:

    • Estate planning
    • Tax planning
    • Philanthropy
    • Insurance
  • 3

    Presentation of customized financial plan including:

    • Portfolio structure
    • Asset allocation
    • Investment strategies
    • Alternative strategies
  • 4

    Account activation and transfer of funds:

    • Custodian setup
    • Beneficiary assignments
    • Legal documents
    • Reporting structure
  • 5

    Ongoing portfolio review and account management:

    • Performance reporting
    • 1-on-1 calls
    • Investment meetings
    • Plan/portfolio modifications

Services

Our full suite of wealth planning services helps clients navigate the complexities of capital markets and provides access to best-in-class professionals to assist with estate planning, retirement, tax preparation, charitable giving, and insurance needs to name a few.