Individual Wealth Management

Individual Wealth Management
Understanding your unique goals, preferences, and risk comfort zones provides us with a basis for evaluating your current investment portfolio, identifying a target asset allocation, and providing ongoing professional wealth management services.

Financial Planning: Retirement Road Map
A successful financial plan takes into consideration more than just your investment accounts. It encompasses all aspects of your financial life to reflect your objectives, values, and way of thinking. We help you build a retirement plan designed to chart the course from where you are now to where you want to go—with enough flexibility to allow you to navigate the unexpected along the way.

Business Planning
For professionals and entrepreneurs, personal and business wealth are often intertwined. We provide expertise on a broad range of business issues. From business continuity plans to provide for an orderly transition of ownership and control after the retirement, death, or disability of an owner, to executive benefit plans to retain key executives, we are on your team.

Estate Planning
After understanding your unique objectives, we provide expertise and coordinate your team of legal, tax, and financial advisors to maximize the distribution of wealth to meet your objectives.

Risk Management
We work to identify transferrable risks that could be catastrophic to your portfolio and evaluate life, disability, health, long-term care, and property and casualty insurance coverage.

Philanthropic Counsel
Many people view charitable giving as a peripheral financial planning option for their discretionary funds, but we believe that giving is inseparably linked to our clients' core values. We have seen, firsthand, the deep personal and spiritual satisfaction that can come from a thoughtful charitable giving plan.