SERVICES
Investment Management
Our diversified strategies provide optimal risk-adjusted returns regardless of the current markets. We exercise due diligence to build academically validated portfolios run by respected firms. Our portfolio design process allows us to focus on the environmental, social and governance (ESG) track records of potential investments.
Proactive Tax Strategy
We work with your CPA to provide forward-thinking planning. Licensed as Enrolled Agents with the IRS, we have updated and extensive tax knowledge. We create roadmaps to ensure cohesive execution and expert tax strategy.
Estate and Trust Planning
We take time to learn your priorities and understand your specific life goals and family dynamics. We work with you to communicate clearly and answer questions in a timely and compassionate manner.
Risk Management & Insurance
We review insurance policies to assess and clarify critical minutiae. We connect with trusted experts in the insurance industry who share our belief in cost-effective coverage. We never give nor receive any payments with these firms. We work for you.
Network of Experts
We have built an extensive network of experts in insurance, estate planning, mortgages and other areas. As our client, you have access to that same network. We share no revenues with these other providers. Our only motivation is your happiness and peace of mind.
Clear Communication
We believe in transparency and work hard to ensure that you understand your investments. We meet regularly with our clients, and are easily accessible for phone calls or meetings to provide clarity or reassurance.
