Serving as your Personal CFO
We partner with our clients to mutually develop and implement personalized strategic financial planning solutions including those services listed below and other key financial matters unique to each client.
Investment Management
Your portfolio management goals are our top priority
- Objective quantitative & qualitative analysis
- Strategy based on modern portfolio theory
- Ongoing monitoring/ rebalancing
Retirement Planning
How much and when? We help you answer the key retirement questions
- Transitioning from the working world, counseling for the next step
- Tax-efficiency of withdrawals & ongoing financial analysis
Education Planning
Helping you plan for your family’s academic future
- Education funding sufficiency analysis
- Assessment of funding strategies
- Continuous investment evaluation
Tax & Accounting Services
We make the mundane aspects of managing your finances easier
- Tax Planning
- Coordinate tax return preparation and estimated payments
- Bookkeeping & bill paying services
Business Planning
We provide seamless advice for both family and business issues
- Retirement plan design, administration & communication
- Coordinate valuation services
- Buy/ Sell agreements
- Business continuation & succession planning
Banking & Cash Management
Our relationships with external institutions simplify your financial life.
- Coordinate with bankers & trust departments
- Loans/ Mortgages
- Cash Management
Estate & Philanthropic Strategies
We counsel you on the most difficult and emotional decisions you face.
- Estate & multigenerational planning
- Review documents & beneficiary designations
- Effective wealth transfer & estate conservation techniques
- Exploration of charitable intents
Intergenerational Planning
Whether you are a giver or a recipient, we take a keen interest in securing your financial future.
- Planning for the seamless transfer of assets
- Providing guidance for college planning
- Advice for next generation on building and managing their wealth
Insurance Planning
All aspects of your financial universe are considered.
- Independent broker/ product selection
- Life, health, disability & long-term care
- Property & casualty/umbrella assessment