We understand business owners and professionals very well. We know that sometimes it can be challenging to balance your career with everything else that life throws at you. We’re here to help you live with the confidence of having a team of advisors who not only care about you but are committed to doing what’s best for you.

Our big-picture approach covers investments; wealth accumulation; tax, transition and retirement planning; and cash flow and debt management. With a plan that covers your complete financial picture, you’re free from worrying about the daily market news and you can focus on what truly matters to you.

You’ll notice that before looking at any number, account statement or spreadsheet, we care about getting to know you first and we’ll ask you things like: Where are you now? How did you get here? What goals do you have? For yourself? Your business? Your career? The people you care the most about?

We speak in your language, not in “Wall Street-ese”. Our materials are clear and understandable and we dislike fine print as much as you do.

Below are some of the services we provide to business owners and professionals. If you think we can help you with something not listed here, please drop us a line. We’ll be happy to answer any question you may have.

Transition
Planning

We help our clients intelligently evaluate their options to shape the future of their business, whether they’re thinking about selling, expanding, or bringing on additional partners.

Corporate Retirement Plans

We help our clients to determine the time and kind of retirement plan that best suits their savings and tax-planning needs.

Big-Picture Financial Planning

Our advice considers every aspect of your life – financial or otherwise.

Goals-Based Financial Planning

Each goal is different. That’s why we help you develop, implement and monitor solutions for each of them.

Tax-aware Portfolio Management

We utilize tax-efficient, no-load, low-cost investment vehicles to design a portfolio tailored to your unique goals.

Retirement Income Planning

We help you implement a safe retirement income strategy that considers longevity, tax impact and the variability of returns.

Estate Planning

We collaborate with your attorney to craft your Estate Plan and provide support with its implementation.

Risk Management

We collaborate with insurance professionals to review your risk inventory and align your policies with your overall plan.

Tax Planning

Tax planning is a year-round process. We collaborate with your accountant to ensure that you don’t pay more taxes than necessary.