Our clients include individuals and families from many backgrounds: entrepreneurs, educators, corporate executives, lawyers, accountants, physicians and family business owners. Our services include:
- Managing investments for retirement, taxable savings and trust accounts
- Financial Planning – a simple review or more comprehensive wealth planning
- Educational planning
- Retirement scenario planning
- Cost effective investment management for children’s trusts
- Special needs and disabilities planning
We help individuals & families navigate all aspects of their financial world – from developing an appropriate investment portfolio designed to help meet long term growth objectives, to ensuring their overall plan is tax efficient and based on solid and reasonable assumptions.
Our firm consists of experienced individuals who have worked at larger firms, yet have chosen to work together as a cohesive team at a smaller firm. We believe this boutique environment allows us to foster deeper relationships with our clients, and to act as a thought partner for their broader financial lives. We frequently coordinate with our client’s attorneys, accountants, and other professionals to provide a team approach catered to individual client needs.