OUR cLIENTS
Our clients are a diverse group ranging from individuals and families to businesses. We recognize the differences in the lives and business of our clients and we are committed to providing personal financial guidance.
We will work hand-in-hand with you – and, if need be, your other professional advisors – to select the service that best suits your needs, then apply our investment insight and expertise to tailor the required service to your unique situation and with your specific goals in mind.
CORPORATIONS
As a fiduciary, the assets and responsibilities you manage are significant. Our team understands the intricate needs and complexities of institutions, and has the breadth of capabilities and tenured experience required to implement effective financial strategies and portfolios.
RETIREES
With retirees living longer, more active lives, it’s essential for your retirement plan to work for you, helping you enjoy the life you’ve envisioned while also mitigating risk that could make your nest egg vulnerable. We help pre-retirees and retirees overcome the challenges of such a profound lifestyle change.
FAMILIES AND INDIVIDUALS
We have had the privilege of guiding generations of clients, applying a consultative approach to managing the complexities that accompany wealth. Our offerings reflect the distinct needs of the families we serve, including coordination with other professional advisors such as CPAs and attorneys to help ensure our service is in harmony with all aspects of your life.
BUSINESS OWNERS
As a business owner, you’ve built something you care about – and you want to see it last. We understand. We’re well-versed in the challenges and opportunities before you. As your financial guide, we help you further your own brand of success by giving you the confidence to focus on what you do best.
HEALTHCARE PROFESSIONALS
As a healthcare professional, you’ll need personal and professional financial guidance as you build and grow your career. You’ve worked hard to care for others, as have we. We understand your unique needs to protect against liabilities and other risks; preserve your assets from excessive taxes; mitigate the effects of healthcare cutbacks; manage education debt and, finally, pursue financial independence. You also have other priorities to save for – a home, a family, retirement – while facing healthcare reform, rising malpractice premiums and reduced insurance payouts. We understand the unique financial issues you face and why it’s more important than ever to make smart financial decisions now to prepare for the future.
EXECUTIVE COMPENSATION PLANNING
As an executive, you spend your time and energy between the office and home, with little to spare. You know your personal portfolio deserves that same level of dedication and high-level thought. With us as your partner, we strive to give you the confidence of knowing we are guiding you on the straightest path to your financial objectives.
CORPORATE RETIREMENT PLANS
Whether you’re looking for assistance in overseeing your current plan or implementing a new one, our team offers the attention and resources to guide you through every step, helping you distinguish among seemingly endless investment options, stay current with regulations and fiduciary responsibilities, as well as educate plan participants on their options.
WOMEN INVESTORS
While all women are unique, many face similar challenges such as time away from careers to care for family or aging parents, the likelihood of marrying later in life or finding yourself suddenly single from a divorce or outliving your spouse or partner. How you approach these things may be different. Doesn’t it make sense to be as educated and involved as possible when it comes to your finances? We think so.