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Our Services

We are a service-oriented advocate for our clients.  We help our clients understand and benefit from proven behavioral finance strategies and techniques.

We foster the growth and achievement of financial plans by offering meaningful advice.

Investment Management Services:

  • Customized investment oversight for businesses, individuals, and trusts.
  • Implementation of efficient investment strategies
  • Portfolio construction and asset allocation through a manager-of-managers approach
  • Diversification strategies using low-correlation, often tax efficient securities

Comprehensive Financial Planning Services:

  • Full review and evaluation of family estate and succession plan
  • Oversight of all financial activities to identify inconsistencies and opportunities relating to tax, fiduciary/trust and investment matters in consultation with outside advisors
  • Assist in the execution of recommended changes and strategies
  • Planning and coordination of family meetings and client education
  • Wealth protection strategies for closely-held businesses
  • Review of personal, business, and trust tax returns