Wealth Management

Investment management is just one component of wealth management when you work with us.  In addition to determining your risk level and your goals, we prepare a plan to guide us towards those goals.  The plan can include tax saving strategies, preparing trust accounts to safeguard your assets, setting up a retirement plan to save on taxes, or just ways to grow your portfolio with the least amount of risk.  Our wealth management process is built around you and your finances.  Here are some typical scenarios from our clients: 

o   A couple built and sold a successful business.  We helped them navigate taxes, create trusts for future generations, and build a custom portfolio to preserve their business sale proceeds.

o   Another client inherited a significant amount of wealth.  We helped her to determine tax complications, coordinated a charitable plan strategy, and built a portfolio to meet her needs. 

o   A successful company executive was looking to retire.  We helped him with tax planning to close out his stock options and restricted stock units.  We also assisting him in selecting the right deferred comp payout based on income and tax projections looking into the future.  Lastly, we designed a portfolio around his large stock holding to reduce risk and meet his needs.