Our clients are a diverse group ranging from individuals and families to businesses. We recognize the differences in the lives and business of our clients and we are committed to providing personal financial guidance.
Successful businesswoman, entrepreneur, mentor, leader: Whether for your education, career or family, at some point you’ve had to plan to reach your goals. And you’ve likely faced unique financial challenges along the way. We’ve helped our clients confidently turn those challenges into possibilities for a brighter future with proactive planning and investing.
As a business owner, you’ve built something you care about – and you want to see it last. We understand. We’re well-versed in the challenges and opportunities before you. As your financial guide, we help you further your own brand of success by giving you the confidence to focus on what you do best.
As an executive, you spend your time and energy between the office and home, with little to spare. You know your personal portfolio deserves that same level of dedication and high-level thought. As your partner, our goal is to guide you – confidently – along the most direct path to your financial objectives.
For true financial well-being, you should feel confident in where you are and sure of how well you’ve planned for the future. We can help you get there. Through customized financial planning, we partner with you to tackle everyday challenges and major milestones. From goal planning and wealth management to estate planning and wealth transfer, you can turn to us for comprehensive support and leading-edge resources. Our access to technology, research and specialized knowledge helps us nimbly adapt to your needs and objectives.
As a healthcare professional, you’ll need personal and professional financial guidance as you build and grow your career. You’ve worked hard to care for others, as have we. We understand your unique needs to protect against liabilities and other risks; preserve your assets from excessive taxes; mitigate the effects of healthcare cutbacks; manage education debt and, finally, pursue financial independence. You also have other priorities to save for – a home, a family, retirement – while facing healthcare reform, rising malpractice premiums and reduced insurance payouts. We understand the unique financial issues you face and why it’s more important than ever to make smart financial decisions now to prepare for the future.
When you think about preparing for retirement, questions emerge. You may wonder how what you’ve saved stacks up against the average, or how long it needs to last. Or you might be thinking about whether you have the right investment mix for this stage of life – and market environment. We can help address all of this and more. After determining where you stand, we can help you make the most of your hard-earned income and account for the expected and unexpected in your retirement planning.
With retirees living longer, more active lives, it’s essential for your retirement plan to work for you, helping you enjoy the life you’ve envisioned while also mitigating risk that could make your nest egg vulnerable. We help pre-retirees and retirees overcome the challenges of such a profound lifestyle change.