Quite simply, our goal is to act as your family’s personal and trusted Chief Financial Officer.

Current income needs and projected cash flow requirement

Retirement Planning

Education Planning

Family Legacy Planning

Charitable Giving Strategies

Life and Estate Planning Insurance Coverage

Disability and Long-Term Care Insurance Coverage

Business Succession Planning

Titling of Assets including qualified retirement accounts and Trusts

Coordination with family advisors (CPA, Attorney, Trustees)

Creation and supervision of custom portfolios

Review of investment objectives and asset allocation

Ongoing due diligence monitoring of managers and individual investments

ESG (Environmental, Social, Governance) and Socially Responsible Investing

Portfolio rebalancing and tactical overlay

Comprehensive reporting and portfolio performance monitoring

Client Portal – Account Aggregation

Online Account Access

Custody of assets with multiple dedicated firms

Direct Deposit/Debit Service

Automatic Funds Transfer

Wire Transfer Services

Check Writing