Services

Our services are designed to help solve the ever-changing puzzles of our clients’ financial lives.

While each of our clients is unique, they retain us to provide professional wealth management

  • To competently fit together the pieces of their complex financial puzzles
  • To tailor investment strategy to their evolving and specific needs
  • To efficiently render independent, retainer-based, fee only advice
  • To offer ongoing consultation

We help our clients avoid

  • Inattention to investment and retirement accounts resulting from limitations on time and complexity of demands
  • Financial loss related to poorly informed investment decisions or unanticipated events
  • Tax uncertainties and negative tax consequences
  • Neglect of estate plans
  • Paralysis in decision making due to difficult life events (illness, disability, divorce, death, windfalls, natural disasters, fraud, etc.)