Our client service promise

  • Through deep discovery and ongoing rediscovery, we focus on the seven essential areas in your life and your finances that really matter: values, goals, relationships, assets, advisors, contact and interests

  • Determine your financial vision for your family, legacy, health, lifestyle, travel, life events

  • Interactive sessions to create the best collaborative plan for you

  • Determine your cash flow and needs

  • Produce tax effective withdrawal and contribution strategies

  • Identify both qualitative and financial goals

  • Document all your financial affairs to protect you and your family: wills, power of attorney, personal directives, insurance, health, etc.

  • Work with your professionals and our professional network board to provide you with comprehensive integrated solutions that:

    • protect your wealth, while enhancing it

    • pass your wealth on effectively to the next generation

    • provide clarity for business succession

    • maximize the impact of charitable giving during and after your life

Tax planning
  • Develop tax effective portfolios, income streams, withdrawal strategies

  • Proactive tax planning with your professionals to mitigate taxes

  • Document and summarize important personal tax information for planning

  • Document and summarize important corporate tax information for planning

  • Provide a comprehensive tax package to your tax professional

  • Create your optimal asset allocation based on your risk tolerance

  • Design model portfolios that maximize return while minimizing risk

  • Design open architecture portfolios to access the best in class managers

  • Managers are selected to both grow and protect your capital

  • Ongoing due diligence of all managers

  • Ongoing rebalancing of portfolios to manage risk and enhance returns

  • Provide ongoing portfolio reviews to keep you informed

  • Dedicated and experienced team of four professionals with a combined 50+ years of experience

  • Monthly and quarterly portfolio statements and daily online access

  • Quarterly market updates

  • Quarterly portfolio reviews

  • Annual planning sessions that:

    • Enhance relationship development

    • Update your financial progress

    • Update your financial plan to ensure you’re on track

    • Provide recommendations and rebalance only when required

    • Inform you through educational sessions

    • Review and assess all your investment managers for both performance and risk mitigation

    • Review your wealth management summary

    • Address the advanced planning you need to enhance your wealth, protect it, ensure proper transfer as well as maximizing the impact of your charitable contributions


Meet our team and learn how we help our clients chart their course.