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Wealth Management

We advise you on every financial topic you face.

We are fiduciaries for our clients which means we always put our client’s best interests ahead of our own. We take this responsibility seriously. Our industry is rife with conflict, and we have structured our fee model to eliminate as many conflicts as possible. We offer comprehensive wealth management services. We feel that knowing more about a client’s financial situation leads to better investing decisions.

In addition to our standard Wealth Management Service, we also offer Family Office Solutions for ultra-high net worth clients.

Wealth Management Service

Investment Management

Your portfolio isn’t meant to benefit the hedge fund managers and brokers who claim to serve you. We tailor investment portfolios to your goals based on our deep investment knowledge. Investing is an “either/or” process. We have in-depth knowledge of all the options and the flexibility to use the choices that are best for you.

Cash Flow Planning

Our financial planning process is rooted on cash flow planning. Many firms base your asset allocation just around your age and retirement status. This process ignores clients’ unique financial situations. Maybe you have business or trust income sources. Maybe you have real estate investments that contribute to your income. We model your projected income versus projected expenses to develop your best asset allocation. This process identifies the correct amount of risk for you and your family.

Financial Planning

We offer financial advice on all types of financial topics for our clients. When can you retire, how to save for retirement, educational planning for beneficiaries, business succession planning, etc. We offer holistic service to our clients and are happy to explore as many financial decisions as needed. We are here to make your financial decisions clear cut.

Tax and Estate Planning

Your familial wealth is important to future generations of your family. Our full-service financial planning assists with familial wealth planning, structuring, investing, tax planning, and much more. We go as far as helping to educate your younger family members on how to invest and inherit assets. After all, instilling in younger generations what it takes to maintain wealth is the only way assets will last.

Our services don’t stop there. We assist our clients with other important financial decisions like:

Pinpointing what you need to save each year for retirement
Analyzing buying or leasing a car
Determining what amount of debt makes sense
Determining a savings plan for your children’s or grandchildren’s education
Reviewing and fine-tuning your life insurance policies
Comparing charitable giving strategies
Analyzing the most profitable way to claim social security
Tracking down missing cost data
Quarterbacking details with your lawyer and accountant
Analyzing how much debt to use for a second or third home
Reviewing alternative investments such as venture capital, hedge funds, private placements, private equity, and real estate
And anything else that you want to talk about.

Fee Schedule

First $3 Million
Next $2 Million
Over $5 Million

Are you:

  • starting your journey with a financial advisor?
  • hoping to vet your existing advisory group?
  • looking for an outsourced multi-family office model?

We’d love to talk to you.