We believe in a comprehensive approach to building and preserving wealth. While some advisors focus only on investments, we take a broader perspective. Building on our core asset class investing philosophy, we help our clients combine a prudent investment strategy with a well-coordinated, overall financial plan that covers all areas of their financial lives.
This is the difference between being investment-focused and client-focused.
In our view, successfully navigating today’s complexities requires an advisor with a broader set of skills and knowledge. You need an advisor who can not only allocate your assets effectively and manage your portfolio, but also help you manage your liabilities, plan for the distribution of your estate, minimize your taxes, and plan for your retirement.
In short, you need a trusted confidant with the experience and knowledge to help you make smart, overall financial decisions and guide you through the often complex and confusing areas of personal finance.
As your family’s primary trusted advisor, we will help you understand and evaluate the many important financial decisions that might affect you and your family over time.
We will help you define your financial goals and provide you with input and analysis regarding your overall asset allocation, debt structure, retirement savings, and other areas of your personal financial situation. We will then develop a plan to help you reach your goals, and adapt your plan as your circumstances change over time and as new challenges and opportunities emerge.
We will also work with your other advisors—such as your attorney, accountant, mortgage broker, and insurance agent—to make sure that proper planning is done and effective implementation takes place. We can either work with your existing advisors or provide referrals to those we work with regularly.