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Wealth Planning

• Our Role

  Our clients have complex financial situations. In a perfect world, everyone would have a personal CFO to provide peace of mind that their financial affairs are orchestrated and well-managed. That is precisely the role we play in many of our clients’ lives.

  In this role, our goal is to ensure the seamless management of our clients’ financial affairs. We provide objective and comprehensive advice, often in coordination with our clients’ other professional advisors. And, critically, we monitor our clients’ situations regularly to keep pace with their changing lives and evolving wealth. This information is communicated both to our clients and their advisors, ensuring that every member of the team is able to provide expert advice with current information.

• Our Approach

  We provide our clients with objective, consultative advice and comprehensive, personalized strategies. At the inception of a client relationship, we address these core wealth planning topics:

  • Developing a net worth statement and monitoring changes over time
  • Integrating personal cash flows with investment-management strategies
  • Determining an appropriate portfolio distribution rate

  We work with our clients’ other advisors, including legal, tax and insurance professionals, as applicable, to implement customized and comprehensive wealth management programs for our clients.

  Matters addressed with other client advisors may include:

  • Tax planning
  • Retirement planning
  • Estate and charitable planning
  • Credit
  • Education planning
  • Insurance planning
    • Life
    • Disability
    • Long Term Care
    • Personal liability