Services We Provide
How we work with you
We firmly believe that having a detailed understanding of your entire financial picture is integral to effectively managing your financial challenges and anticipating your family’s current and future needs. While it is essential to know where you stand as an investor and your vision for your financial future, it is equally important to have a team that can execute your vision. Our team has the analytical and technical expertise and experience to develop a comprehensive, sustainable financial plan designed to help you achieve your short- and long-term goals.
HOW WE WORK WITH YOU
• We serve as your financial quarterback supported by a team of specialists.
• We explore and understand your priorities, concerns, and financial history.
• We are prepared to add value to your life through our wealth management advice.
• We work with you and your family to create an action plan designed to help you achieve your goals.
• We collaborate with you to set expectations of clarity and accountability.
• We continually monitor our collective progress towards reaching your highest priority goals.
• Together, we will thoroughly evaluate the results we achieve and identify opportunities for improvement.
THE SERVICES WE PROVIDE
Financial Analysis of Needs, Goals, and History
-
- Determine your investment objectives, risk tolerance, and investment horizon
- Analyze your financial history to better understand your needs.
- Identify potential obstacles preventing you from reaching your goals.
- Develop a clear, concise and effective plan to achieve your financial objectives.
- Continually monitor and analyze the status of your progress toward meeting your goals.
Investment Strategy and Management
-
- Integrate your family’s vision with our investment strategy and investment plan
- Portfolio assessment and asset allocation
- Economic and market research
- Due diligence
Integrated Financial Solutions
-
- Retirement planning
- Educational savings analysis
- Balance sheet analysis
- Evaluation of insurance needs
- Loans, mortgage, and outside investments analysis
- Cash flow analysis
- Day-to-day financial needs
Client Reviews and Performance Reporting
-
- Timely client reviews
- Robust investment and custom-tailored performance reports
- Monthly and quarterly investment reports (dependent upon your needs)
- Family planning meetings, including all partners of a client’s estate planning team
Estate, Legacy, and Wealth Succession Planning
-
- Development of objectives
- Multi-generational snapshot of long-term strategies
- Action plan to implement changes made to the estate plan
- Coordinated professional partnerships
- Beneficiary education and mentoring
Family Continuity and Client Education
-
- Family education plan
- Family governance
- Family meeting coordination
- Coaching and mentoring
Philanthropy
-
- Philanthropic planning and strategy development
- Facilitate donations and grants
- Summarize yearly giving