Our Approach*

Wealth Planning & Management

Just as businesses need a strategic plan to guide its growth and a clear “why” that drives its purpose – so do investors. Having a plan and a vision of where you want to go and why is essential to achieving your desired outcomes.

To help make those outcomes a reality, we spend time up front asking questions and learning about your goals and aspirations. Our approach takes into consideration your unique facets of life, giving us a full financial picture with a wealth plan that incorporates public and private investment opportunities specific to your situation.

We know this: Life is not linear. Things change. And there will be times where adjustments will need to be made. But your plan will be the cornerstone giving you peace of mind, guiding you through each season of life and helping you achieve your aspirations – including those that once seemed impossible.

Tax & Estate Planning

Part of your plan involves leveraging smart, tax-efficient investments. We help minimize your tax burden and facilitate strategic distributions and charitable opportunities that minimize the tax impact of capital gains.

We listen so that your assets can go where you desire them, at the right time and in the most efficient way possible. Our estate planning efforts include asset, property, and business protection, as well as healthcare and guardianship issues. When requested, we can coordinate with CPAs and attorneys proactively and intentionally to confirm there is alignment on taxable issues – and all according to your plan.*

Risk Management

Understanding your risk tolerance is essential in guiding your investment strategy. However, risk management relates to your insurance coverage, legal risk, and defined ownership of assets.

We can work with you, your insurance agents, and your attorney to help confirm that appropriate coverage and asset alignment to best protect you, your family, and your business interests.*

Charity & Philanthropy

Unless it is planned, charity and philanthropy can be an afterthought if considered at all.

By understanding what matters most to you, we empower a philanthropic mindset and approach that affords you to see the fruits of generosity today – and as part of long-term planning. Giving to what matters most to you sets a generous, legacy-building example while also being financially smart of tax implications that exist within your financial plan.

Family Governance

We collaborate closely with clients who have multi-generational, family-owned or operated businesses, to convey financial knowledge structures to the next generation as part of transitional leadership within the business. This is often viewed as invaluable coming from a trusted advisor perspective.

Additionally, we give guidance to any family wanting to equip their maturing children with knowledge of investing and financial literacy as they embark on greater financial independence. This also includes guidance to parents on how they give money to their children in ways that model fiscal responsibility and creates incentives, while removing co-dependence or expectations from the family estate.

Business Advisory

Our team’s deep business and operational experience — including executive management, mergers and acquisitions, financing, and risk management — affords any client to tap into our expertise acquiring or selling a business, or looking to build or refinance real estate to grow and expand existing operations. Through our network of trusted professionals, we can make introductions to specialized attorneys and tax advisors whose work aligns with your specific business situation. And we will come alongside you to navigate the opportunity throughout the process.