Our Process

Individual Family Wealth Management: We begin the process by examining a client’s current strategy in detail, focusing on what they are hoping to accomplish. This might be saving for, or enhancing retirement life style, generating income, managing proceeds from the sale of a business or an inheritance, or providing for heirs or beneficiaries or taking care of loved ones.

Our Focus:

Next, we develop and implement a customized strategy. Finally, we meet regularly to review the strategy and evaluate our progress.

Exclusively for Business owner: We run a detailed test analysis to evaluate current Benefit Plans such as medical—workers comp—Insurance, Retirement Plans (401k etc) and most importantly Tax minimization. Match with current needs analysis to find the most cost effective plan for their needs and a tax minimization plan both the business and the owner.

Our Focus:

Our independence: coupled with our compensation structure, allows us to seek out best-in-class investments to meet your needs. We provide full transparency of costs and have no incentive to purchase investments because of fee sharing arrangements. Our structure allows us to focus on our client interests without bias or influence.