Individuals and Families
We use a comprehensive balance sheet approach to assist high-net-worth individuals and families in developing and achieving their wealth planning goals. By offering personalized advice and guidance, we work closely with you to review and consolidate your assets, select optimal savings vehicles, identify tax-efficient strategies, and plan for liquidity events, estate planning, charitable giving, and wealth transitions.
During your peak earning years, it’s crucial to develop sound financial habits to build a strong savings foundation. Whether you’re just starting to invest, are well-established in your career, or are planning for retirement, we’ll work with you to create a financial plan that helps you manage your money effectively.
As a parent, you’re not only working towards your own goals but also guiding your children towards their success. Therefore, initiating a savings plan early is essential for funding your child’s college education, particularly given the rising tuition costs.
We can assist, and help evaluate college investment strategies or future financial wealth for your child. Our goal is to help you build a personalized portfolio that aligns with your financial goals, risk tolerance, and timeline."
Business Owners & Entrepreneurs
As business owners ourselves, we are familiar with the challenges of running a business. We recognize that many owners have a significant portion of their wealth tied up in their business and may not have time to consider how the business’s value will support their future needs after they step away. We collaborate closely with business owners and entrepreneurs to align their business and personal finances, manage fluctuating income streams, plan for future liquidity events, and uncover tax planning opportunities.
Executives
We have extensive experience working with executives and professionals from top companies. We understand the complex needs of this elite group and offer comprehensive planning for executive benefit plans, deferred compensation, employment offers, concentrated wealth, and tax strategies.
Pre & Post Retirees:
Given the complex financial challenges associated with pre- and post-retirement, we offer a variety of value-added services for retirees. These services include creating retirement income distribution plans, helping with early retirement decisions, formulating tax-efficient withdrawal strategies, evaluating Social Security options, conducting complex scenario planning, providing estate planning guidance, and assisting with long-term care needs.
