Our philosophy is that true wealth is the ability to live well according to your own definition.
The best tool for successfully achieving your goals and navigating life’s transitions is thoughtful financial planning with a trusted ally. Whether you are looking to gather financial resources to give you a great retirement, pass along wealth to the next generation, or make a difference in the world, we are here to help bring your goals to life.
Our advisors are here to guide you in the following areas:
Financial Planning
Learning what drives you will help us suggest ways to reach that goal at any stage of life. Your plan is the foundation of our relationship. Get to know our process.
Investment Recommendations
Our firmwide investment policy guides how we choose our clients’ investments, in conjunction with regular Investment Committee meetings that draw on the knowledge of an independent, experienced Chartered Financial Analyst. We seek out investments that are in it for the long haul, with low fees so that we can keep your money working for you.
Tax and Estate Planning
We want to help identify tax and estate planning opportunities well in advance, so you can benefit the most. Although we don’t offer legal or tax advice, our advisors can lead your team of existing professionals, or we can help you form one with our network of estate attorneys and CPAs.
Why and when to focus on financial planning?
A sound financial plan lets us tell you, “We were thinking about this before it happened, and this is how we know you’re going to be okay.” It is both personal and designed to weather life’s ups and downs. Our financial planning is based not just around likely outcomes, but also around preparing for unexpected changes—whether in the markets or in life.
We recommend financial planning for life events like:
Marriage
Divorce
Death of a Loved One
new Children or Grandchildren
change in Employment