Individuals and Families

Recognizing the important role we play in guiding you toward the future you envision, we offer a comprehensive array of financial services and strategies that can be customized to help you toward specific financial milestones. Our areas of specialty, include:

Wealth management Building and preserving wealth often take time and commitment. Many of our clients have built wealth as business owners and real estate investors. Others have done it with regular savings, managing cash flows and a strategy to build their wealth. Whichever path our clients are comfortable with, we are there to help them make informed decisions along the way, helping our clients maximize their current situation. We do this through regular consultations with our clients and work collaboratively with their team of professionals (accountants, attorneys, bankers, etc.). We also create a personalized financial strategy that consists of more than simply an investment asset allocation model but addresses areas such as:

  • Investments management
  • College savings plans
  • Retirement income planning
  • Insurance
  • Annuities
  • Estate planning