We believe that true wealth is measured not only in how one spends their money but also in how one spends their time. We are fortunate to work with a group of clients, their families and businesses who feel the same way. They look to our team to simplify the complex and coordinate all aspects of their financial lives in a comprehensive plan and provide Peace of Mind.
The personal and financial lives of affluent families are more complex than most. We recognize that greater wealth typically means a greater need for specialized services, and an ability to make the complex simple.
Our clients, their families, and their businesses are not asking for stand-alone products; they want a comprehensive plan and a process that realizes their ever-changing goals and dreams.
Your financial decisions should be made through open and honest discussion, and in consideration of many opinions. We coordinate your need for multiple professional advisors, product specialists, and yes, the other members of your family to help you make sound decisions for today and tomorrow.
BUSINESS OWNERS & FOUNDERS
Working with incorporated business owners, entrepreneurs, and self-employed professionals to develop and maintain an effective tax structure and business continuation plan. Through a defined process and ongoing review we work to align your corporate assets and cash flow with your personal goals, retirement income, family trusts and eventual business succession.
EXECUTIVES & LEADERS
Guiding executives and community leaders to prepare for the eventual transition from being gainfully employed, to a position of financial independence. Your decision to continue to work or not is tax-efficiently coordinated with all sources of retirement income. We understand the unique needs in developing a comprehensive strategy to transition both your time and wealth from your work to your family.
We continually strive to be the premier Wealth Management provider to our clients. Through our unique wealth management process, we provide our clients with the intellectual framework to make sound financial decisions. We continually work to provide our clients with unparalleled personal service and Peace of Mind to allow them to Dream, Plan and Prosper.