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.)
