Wealth Management

We believe wealth management is investment consulting combined with financial planning. Where the accumulation phase of your assets is important, the distribution phase of those assets is even more critical. The planning we provide includes a focus on liquidity and tax implications, wealth transfer, wealth protection and charitable giving. From time to time, we might bring in business partners who are outside experts such as CPAs, estate attorneys, 3rd party money managers, and other resources to assist in our advice.

We address five key areas:

  1. Preservation of Wealth – You have worked hard for what you have. Our first objective is to preserve it. The second objective is to grow it while taking a responsible amount of risk.

  2. Liquidity – We focus on tax mitigation and maximizing cash flow.

  3. Your Legacy – This should be as efficient and purposeful as possible.

  4. Asset Preservation – We will implement asset protection strategies.

  5. Charitable Giving – This means different things to different people, but we will strive to help increase the impact and sustainability of your good stewardship.

With these areas in mind, we co-create customized models specifically designed for you with the help of our third party investment money managers using a disciplined, consultative approach.  These business partners work hand in hand with us creating, maintaining, and monitoring your model to bring assurance that your goals, dreams, and lifestyle are being looked after constantly.  We work each and every day to help provide you with meaningful advice on complex issues, while continuing to help build strong, trusted, personal relationships with you, our client. We believe our measure of success, should be to have you so excited, overjoyed, and proud of what we do for you, that you cannot help but to brag to your closest friends and family about how much you love working with us and how they should be working with us too.