Strategic Wealth Management & Financial Planning
A patient, team-based process with comprehensive services delivered in concert.
A Personal Approach
It’s crucial that we take the time to get to know you. Only by understanding your history and personal values can we appropriately guide your pursuit of financial and life goals.
A Team Focused on You
Your needs and goals are varied; our multi-disciplinary team brings depth of knowledge and efficient coordination to walk with you through each stage of life and to help you face and adapt to the inevitable changes that life brings.
Seamlessly Integrated Services
There are many aspects of your financial life. Our team of advisors bring clarity and continuity to your financial outlook and expectations, with each area of your finances influenced by your overarching plan and consistent with your values.
A Personal Approach
As your private wealth manager, we take the time to understand what you want out of life and how you envision using your wealth. We then use this knowledge to help guide you along your financial journey. Through understanding your life priorities and values alongside your financial goals, we tailor our advice to fit your unique vision. This includes creating a customized financial strategy that can be measured and monitored by its success and congruency in achieving your goals and aligning with your values.
A Team Focused on You
Our clients are the most important people to our firm. We are solely committed to helping our clients pursue their goals through the proper management of all available financial resources in a consistent and coordinated manner. Our true team approach is grounded and reinforced through our firm’s structure. Unlike most financial firms, our clients are clients of the firm, not of our individual advisors. While each client has a primary advisor contact, every client of our firm benefits from the advantages of this team effort and quickly recognizes the synergies of collaborative professional advice and superior service that our system inspires. With over 85 years of combined advisor experience, and a dedicated staff with over 70 years of combined experience, we’re well-positioned to provide you with the highest level of coordinated professional advice and service. This organization structure also provides our clients with the confidence of our firm’s continuity for their entire lives and even to future generations.
Seamlessly Integrated Services
While there is definite value in the separate management of your investments, taxes, insurance, and estate, our vast experience has shown us that the greatest value comes from a comprehensive and holistic coordination of all these critical elements into a cohesive strategy that addresses all your goals throughout each phase of life. We recognize that financial decisions shouldn’t be made in a vacuum. Each decision has ramifications that impact other areas, and there are often necessary trade-offs that must be considered. Our team of advisors are equipped to provide expert advice within specific areas of your financial life – such as investment management, tax planning, insurance and risk management, retirement planning, estate planning, and philanthropy – while incorporating each specific element into actionable short-term needs within a well-designed and customized long-term financial strategy.