Comprehensive, complete, stable and continual. Our services are customized to be personal to you and the needs of your family. You should feel secure knowing that your investment and trust assets will be managed prudently by professionals who put your interests first.
Let’s look at the whole picture for a change.
Our firm is uniquely interested in working with your total financial picture. We review your tax documents, review your existing trust and estate planning documents, and also review your investment and financial holdings. Are their issues relating to transfer to the next generation that may have been overlooked? How do your beneficiaries handle their own financial affairs? Is there a need for insurance to pay for estate taxes? Are your investment assets positioned properly based on your risk tolerance and needs for growth or income? How does your tax situation, both now and in the future, compare to your asset allocation? These are just a few of the questions that we ask during an engagement with our client.
While many firms pretend to be wealth management firms, it’s rarely practiced. Many advisors shy away from review your total wealth picture since they don’t have the time or the expertise as it relates to insurance, trust or tax matters. We want to view the entire picture, not just one piece to the puzzle.
Are you a client that has yet to create an estate plan? If so, we can help. After a complete review, we will formulate a plan of action based on our discussions and dialogue. Once our review is complete, we engage the services of your attorney or refer you to legal counsel for the drafting of your legal documents. We are a part of the process along every step of the way making sure that your assets and your documents mirror your wishes. We make sure that the steps needed to create an effective wealth plan are in place before the time it is needed.