Individuals 2017-05-09T17:03:33+00:00

Individuals

Our clients include business owners, entrepreneurs, successful professionals, and high net worth families and individuals. People who have acquired wealth through the exercise of stock options, the sale of a business, or receipt of an inheritance also benefit from our holistic perspective.

Our process objectively addresses financial issues which require active and committed personal wealth management. How do you know whether you are on track to succeed? We can help.

Financial planning focus areas we regularly review include the following:

  • Investment Management
  • Tax Planning
  • Cash Flow and Lifestyle Planning
  • College and Education Funding
  • Employee Stock Options
  • Insurance Reviews
  • Housing Purchases and Sales
  • Elder Care considerations
  • Estate and Legacy planning
  • Wealth Transfer

Our clients value the fact that we help bring them peace of mind by doing comprehensive wealth advisory work.