What We Do

What We Do

We offer wealth planning and asset management services to a select group of individuals, families and businesses. Specifically, we focus in two areas: Wealth Management Consulting and Asset Management.

Wealth Management Consulting Services

Can I retire early? What am I paying in Investment Fees? What’s a good approach for college savings? Am I on track? A wealth consulting arrangement can help answer the key questions that count.

Consulting Services Overview

  • Account Aggregation
  • Personal financial statements, cash flow analysis and budgeting
  • Retirement Plan / 401(k) Consulting
  • Digital document inventory, organization and storage
  • Executive financial planning
  • Asset allocation and investment Policy
  • Strategic tax planning
  • College savings and education funding strategies
  • Retirement income & expense planning
  • Estate and wealth transfer planning
  • Family financial education
  • Property and real estate strategy
  • Insurance and asset protection planning
  • Stock options and closely-held business strategy
  • Fiduciary analysis and oversight
  • Host “Financial Summits” with qualified service providers