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Individuals & Families

Managing wealth wisely 

Managing wealth wisely 

Our team serves many multigenerational clients, creating comprehensive plans that encompass the needs of children and grandchildren. The ongoing goal is to serve as your financial advisors for life, managing and preserving your wealth, and building your legacy – so you are free to focus on the things in life that matter most. The advisors on our team have years of experience in addressing important financial matters such as:

  • Asset preservation
  • Tax Planning
  • Managing cash flow
  • Managing education debt
  • Valuing a company or practice for purchase or sale
Managing your wealth

Managing your wealth

Our advisors offer comprehensive wealth management services that go far beyond just typical investment management to help address every essential matter than money touches. It’s all in an effort to best serve you and your family, today and for every significant milestone along life’s journey.

  • Asset Management
  • Investment Management
  • Retirement Planning
  • Credit, lending and cash management
  • 401(k) plan education
Preserving your wealth

Preserving your wealth

Preserving your assets and managing risk take on added urgency when you’ve reached a certain level of wealth. Maintaining your standard of living, providing for your family, generating income with minimal tax consequences, and safeguarding your wealth against unexpected events are concerns that we address for you so you can focus on enjoying your life.

  • Asset Allocation
  • Concentrated Equity Strategies
  • Insurance & Annuities
  • Tax Strategies
Building Your legacy

Building Your legacy

When it’s finally time to leave this world, what do you want to leave behind? How do you want to be remembered and who do you want to help? The wisest of people understand the impact of making their mark and making a difference. We can help you do just that. By collaborating with your tax and legal professionals, we can help develop a plan that enables you to maintain your lifestyle now while leaving a meaningful legacy long after you’re gone.

  • Estate Planning
  • Charitable Giving
  • College Planning

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