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What We Do

The Three Pillars

We believe our clients hire us to be their Trusted Advisor, which we feel can only be accomplished by providing them and their family with a standard of care that is comprehensive in its understanding of all aspects of their financial wellbeing.

This guiding principle is why our practice has three critical elements to it: Life Planning, Advanced Planning, and Investment Consulting. A true understanding of all three services, and how they are connected, is what makes for a successful Life Partnership. It is our job to help our clients successfully bridge these three elements together and make a holistic family management plan that will follow and grow with them from early adulthood to end of life.

Life Planning

Life Planning

We recognize there are many facets of your life beyond investments and planning that are critical to a sound and healthy lifestyle. While most financial relationships end with investments and financial planning, we prefer to begin with an understanding of your family on a personal level to determine the 'why' of your reasoning for saving. With a focus on your family as whole individuals and supporting them through varying life stages with complimentary access to life coaches, we feel they will have a better outcome individually with their investments and financial planning. Our goal is to help your family live life by design, not by default. 

Advanced Planning

Advanced Planning

As you progress through your life cycles, your financial goals will naturally change as well. Our experience has shown us that having a well defined Plan makes these changes easier and more successful to navigate. From basic Financial Planning to Advanced Wealth Transfer Planning, we are equipped to work with you to create and monitor plans that will help give you the peace of mind needed to focus on other aspects of your life.

Investment Consulting

Investment Consulting

As a fee only financial practice, when it comes to your investments, we work in the best interest of your family’s financial goals. This means that we are not beholden to a set group of investments, companies, or products. We look for the solutions that make sense for your particular need. Our end goal is to do what is right for you and your family and to ensure we are doing our part to make your financial goals become a reality.

Generational/Family Wealth Management

Generational/Family Wealth Management

We understand the unique needs of high net worth families and the importance of providing a comprehensive range of services that go beyond advanced planning, investment consulting and even life planning. Our team will work to deliver a personalized wealth management experience that supports the preservation and growth of your family's wealth across generations. 

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