Our Services

We combine the responsiveness and flexibility of an independent, personal firm, with the depth of services and experience from a broad range of investment management companies.

More About Our Services

Retirement Planning


We consult and manage assets for both Defined Benefit and Defined Contribution plans. We develop the process and investment strategy for retirement plans, including 401(k) plans.

Tax Planning/Credit-Based Solutions

We provide clients with quarterly, semi-annual and annual tax summaries to their Certified Public Accountants. Our reports include realized and unrealized gains/losses, income received, projected income and advisory fees paid.

Philanthropic Giving Assistance


We conceptualize and help implement philanthropic strategies for our clients, including the establishment of private foundations, charitable funds, employee endowments, donor-advised funds and trusts.

Investment Consulting/Portfolio and Asset Allocation Strategy and Management


We access a broad suite of third-party investment managers. All portfolios are developed as a function of our clients’ specific goals and risk tolerances. We design and implement tax-efficient portfolios comprised of traditional asset, along with non-traditional asset classes.

Solutions for Executives and Business Owners


We are adept at advising C-level executives on various, custom investment situations, such as restricted stock, offshore trusts, cash management and currency hedging. We also offer Exit Planning services.

Wealth Transfer and Income Planning


We work intimately with individuals, their families and advisors to design the most appropriate wealth transfer strategies.

Personal Wealth Dashboard/eVault Secure Repository of Digital Documents


We offer clients access to eMoney, which provides a secure repository of digital documents; summaries of insurance policies, trust and estate documents; access to your investment accounts daily tracking for all of your banking, investment and charitable gifting accounts; and up-to-date information on your formal financial and estate plans.

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