Wealth Management

When appropriate, we shepherd our clients through the full range of wealth management solutions we offer, which can be customized to specific needs and objectives.

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Wealth Management =
Investment Management + Wealth Enhancement +
Wealth Preservation

In other words, wealth management is investment management and consulting plus wealth enhancement (tax mitigation), wealth protection (insurable risk mitigation), wealth transfer (exit and or estate planning), and charitable gifting (where you want your life’s work to go when you are no longer here).

In addition to investment management and consulting, the following solutions can be implemented to help meet overall planning objectives, as appropriate.

We can work together with your tax advisor to legally mitigate taxes, when possible.

We can work with your insurance professional to guard your wealth against catastrophic loss, potential creditors, litigants, and identity thieves.

There are only three choices as to where your life’s work will go when you are no longer here: the IRS, family or charitable institutions. We can work together to find and facilitate the most tax-efficient way to pass assets to your loved ones and future generations in ways that meet your wishes.

We can work with you to fulfill your charitable goals in the most impactful way possible.