Seeing the big picture.
We know your financial picture is anything but one-dimensional.
That's why in addition to sharing our experience and expertise, we collaborate with the other experts in your life to create the most comprehensive personal wealth management plan possible. We work with a network of professional advisors, including trust and estate attorneys, accountants and life insurance specialists, to effectively manage all aspects of your financial life. These professional relationships provide us with additional insights into your financial picture so we can help you make the most of your investments—and your life. Together, we’ll dot the I’s and cross the T’s to create a strategic approach that includes:
Estate Planning
Your legacy lives on in your son’s eyes, the way your daughter twirls her hair when she’s thinking, your grandson’s favorite oatmeal cookies. It also lives on in the estate you’ve worked so hard to build. Through expert insight from key partners, we’ll help you protect your legacy. So you can put your money where your heart is.
Estate planning tools include:
- Wills
- Trusts
- Life insurance
- Gifts
- Beneficiary designations
- Powers of appointment and attorney
Asset Protection
True wealth isn’t about how you spend your money. It’s about how you spend your life. We’ll work with your team to give you the peace of mind to live the life you’ve always wanted, protecting your wealth from creditors and litigants.
Tax Planning
Working with professionals such as accountants and attorneys, we’ll help develop tax planning strategies to minimize your tax burden. So you have more money on-hand to invest.
Tax planning strategies include:
- Pre-tax expenditures
- Deductions
- Credits
- Other provisions according to tax law
This is about more than maximizing your investments. It’s about maximizing your life.