When you work with us, you’ll have a dedicated team of wealth planning experts by your side at all times creating customized solutions and strategies that align with your unique values and objectives.
Financial Planning Services Focused on You
When creating your financial plan, we want to know everything that’s important to you — your goals, your relationships and your hopes for the future — to truly understand how we can best serve you.
With broad resources and a global perspective, we’re able to provide smart, forward-thinking financial advice and guidance that takes into account everything that’s at stake so your best interests are always put first.
Our consultative and disciplined process enables us to design a plan that connects your wealth to your unique needs and goals so your wealth's potential is consistently utilized to the maximum extent.
Our financial planning services include:
- Retirement planning
- Succession planning
- Divorce planning
- Education planning
- Legacy planning
- Special needs planning
- Risk management
- Cash-flow planning
Investments Built Around Your Family’s Future
We use core and satellite portfolios, which allows the blending of active, passive, traditional and non-correlated investments within a single investment framework.
Both market risk and active risk contribute to your portfolio’s return. While market risk is the risk naturally associated with bond or stock market returns, active risk derives from the pursuit of non-market related return — referred to as “alpha” — through active management.
With this approach, we have two objectives:
Achieve the appropriate exposure to equity and bond markets through core investments – typically U.S. equities and fixed income with passive and/or active strategies.
Pursue alpha opportunities through less correlated satellite strategies such as emerging markets, natural resources, high yield, private equity and/or other opportunities.
Our investment services include:
Portfolio performance analysis
Assessment of costs & taxes
Investment policy statement
In the beginning, we’ll interview you (either in-person or over the phone) by identifying any challenges and determining which objectives are most important to you. After evaluating your current financial situation, needs and goals, we’ll have a better understanding of how we can best serve you.
Two weeks later, we’ll present our analysis, as well as our recommendations for your situation moving forward. This meeting will set the stage for the rest of our time together and will provide you with insight into our process — how we evaluate your finances, develop our strategy and measure your future success.
Then, a week later, we’ll sit down and discuss your expectations and whether or not you would like to work with us. We believe in fostering mutually beneficial relationships, where both sides are able to align their values with their goals. If we decide to proceed, we’ll begin executing the necessary documents to put your investment plan in motion.
Because it can be overwhelming to organize all the paperwork for multiple investment accounts, we’ll schedule a follow-up meeting to walk you through these documents so you know exactly how your money is being spent. During this time, we’ll answer any outstanding questions you have so you can feel confident throughout our investment process.
Throughout your time with us, we’ll periodically meet to review any changes to your financial situation, make adjustments to your investment plan and track your progress towards reaching your goals. Depending on your needs and priorities, we’ll implement advanced planning recommendations to help ensure your wealth is continuously protected and enhanced.