Our Services

Estate Planning

For many, leaving a legacy behind for children, grand children and charitable organizations is the greatest gift sound wealth management can bring. Working in tandem with your trust and estate attorney, we’ll make sure your estate plan is reflective of your assets today and consistent with your investment plan. We will avoid the most common mistakes we see in financial plans that revolve around estate planning because of an outdated, incomplete, or incorrect estate plans.

Our strategies & Roadmap

Strategies

Reviewing your current estate plan & offer recommendations
Recommend strategies to minimize estate taxes
Offering independent trustee referral solutions
Legacy planning
Estate administration
Collaborating with your financial advisor, CPA, & other necessary professionals

Roadmap

Revocable (“living”) trusts
Irrevocable trusts
Durable Powers of Attorney
Advance Medical Directives and HIPAA Privacy Releases (USA)
Grant of Letters of Administration
Grant of Probate
Living Wills
Standalone Retirement Trusts
Various ancillary documents, including certificates of trust and assignments of personal property

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Related Services

Investment Management

Together, we’ll determine the balance of risk and potential return that you’re comfortable with & work with your financial advisors to effectuate a portfolio that best suits your profile.

Cash Flow Management

Once we have a clear picture of your cash flow, we can develop a plan that will help you prepare for the future.

Tax Planning

We will help evaluate, identify and recommend charitable giving strategies, & aim to minimize capital gains taxes on your investments while attempting to achieve a proper balance of risk and return relationship.

Retirement Planning

We will help you with retirement planning and create a unique plan that fits your needs and stage in life. Our team can assist you with tax-deferred retirement accounts by developing unique strategies in tandem with your risk tolerance in the accumulation, pre-retirement and retirement/distribution stages of your life.

"The average wealthy person spends 10 times more time planning their finances than the average middle-class individual." – Thomas J. Stanley

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