Executives/Professionals
We work with executives who are successful because they are exceptional at what they do. They’re focused on their work and lack the time necessary to bring the same expertise to their personal finances. They have company benefits such as 401(k)s, stock awards and options, deferred compensation plans, and insurance benefits that require decisions throughout the year. With the additional pressures of planning for their children’s education, protecting their family if something bad happens, and caring for aging parents, our clients find great comfort in a partner that makes sure all areas of their financial picture are thoughtfully aligned.
Foundations/Endowments
We understand that foundations and endowments have a distinct mission to uphold. To support your commitment to creating a lasting impact, we offer highly customizable solutions in socially responsible investing (SRI) and environmental, social, governance investing (ESG). We recognize that each foundation or endowment carries a unique set of values and objectives. That's why our approach is rooted in tailoring investment strategies to align perfectly with your mission. Whether you aim to address specific social or environmental issues, promote ethical corporate practices, or pursue sustainable growth, we work closely with you to develop and implement strategies that reflect your organization's values while seeking to achieve your financial goals. Together, we can ensure your investments not only make a difference but also generate sustainable returns for the long term.
Entrepreneurs & Business Owners
It can be difficult for entrepreneurs and business owners to find time to properly manage their personal finances. We take a proactive approach to their planning and management so they can spend their time doing what they do best. We work hard to integrate their personal planning with their long-term business plan. Whether it is cash flow analysis, implementing a company retirement plan, managing potential liquidity events, or multi-generational estate planning, we are there to expertly educate, advise, and manage.
Retirees
Retirement entails many decisions such as whether to roll over a 401(k), when to begin taking a pension, and how best to coordinate private health insurance benefits. We often work with human resource departments to understand each decision so we can guide our clients through the process. Our goal is to understand their retirement goals and ensure they feel confident about their decision to retire. But our work doesn’t end there. We are with them all the way, helping to manage the tax impacts of various withdrawal strategies, deciding when to take Social Security, and preserving their wealth so they can achieve their lifetime goals. Our clients have worked hard. We strive to deliver the peace of mind they deserve as they embark on this exciting stage of life.
Sudden Wealth
Sudden wealth brings many opportunities, along with a new set of issues. How does this wealth impact my lifestyle? Do I have a team of people I can trust to guide me through the financial management, tax, and estate complexity? How do I preserve and protect resources for future generations and myself? We guide clients through the possibilities to facilitate educated and thoughtful decisions. You get to dream a little, we educate a lot, and we work together to ensure wise choices.