Wealth Management

We coordinate the areas of Financial Planning, Estate Planning and Asset Management into a single solution.  We identify specific investment, tax efficiency and estate distribution goals and incorporate them into a comprehensive plan allowing all three areas to work in concert.  We work with attorneys, accountants and other professionals, managing a collaborative effort to strengthen your financial future. 

• Drafting and implementation of a comprehensive financial plan.
• Consultation regarding estate planning issues
• Cash flow strategies
• Philanthropic and multigenerational planning
• Review and recommendations of personal and investment mortgages, debt refinancing, and loan alternatives
• Insurance needs analysis for life, disability, and long term care protection; recommendations on types of policies, and appropriate coverage
• Analysis of property and casualty coverage
• Concentrated positions and related strategies
• Analysis of current holdings; establishment of appropriate accounts and related asset transfers 
• Monitoring and management of investment vehicles selected for implementation
• Active tax and cost efficient investment portfolio management
• Consultation regarding employer benefits
• Employee stock option analysis, valuations, and implementation of exercising strategy 
• Recommendations regarding investment options available in your employer sponsored retirement plan (e.g. 401k, 403B, 457, SIMPLE or SEP plan).
• As requested, provision of preliminary tax information (e.g., realized and unrealized gains, taxable interest and dividends) for tax planning.
• Consultation regarding insurance, tax, investment, estate, and retirement planning strategies with other professionals that serve our clients.