Your Success is Our Mission
Welcome to our firm, where we have been dedicated to serving the financial needs of our clients since 1976. We believe that sound advice is born out of a deep understanding of our clients' unique circumstances, which is why we take the time to learn what matters most to you before providing any feedback. Our team of highly-educated and client-focused advisors is committed to providing holistic strategies that address your financial and personal needs. We understand that our clients are the heart of our culture, and we strive to make sure you feel confident that you are our top priority, whether it's through making sure you always speak to a member of our team, ensuring your reports are easy to understand, or being a sounding board for your financial questions.
Our Services
At our firm, we offer a wide range of services tailored to meet your unique financial needs. Our team of experienced advisors will work with you every step of the way, from defining your goals to developing a plan towards success. Our services include:
Tax-Efficient Investing: We help you minimize your tax liability and maximize your investment returns through a variety of tax-efficient strategies. Our team of experts will work with you to develop a customized investment plan that aligns with your risk tolerance and financial goals.
Risk Management: We help you manage investment risk through diversification, strategic asset allocation, and other risk management techniques. Our team will work with you to identify potential risks in your investment portfolio and develop a plan to manage those risks effectively.
Investments: We offer a range of investment options, including individual stocks, mutual funds, exchange-traded funds (ETFs), and fixed-income securities. Our team of experts will work with you to develop a customized investment plan that aligns with your risk tolerance, time horizon, and financial goals.
Legacy Estate Planning Strategies: We help you preserve and protect your wealth for future generations through legacy estate planning strategies. Our team of experts will work with you to develop a comprehensive plan that includes wills, trusts, and other estate planning tools to ensure your assets are distributed according to your wishes.
Specialized Business Services: We offer specialized business services, including retirement planning, executive compensation, and succession planning. Our team of experts will work with you to develop a customized plan that aligns with your business goals and objectives.
Holistic Wealth Advice: We provide guidance and personalized strategies to help you pursue your financial goals and enjoy a fulfilling retirement. Our team of experts will work with you to develop a comprehensive plan that addresses all aspects of your financial life, including investment management, tax planning, risk management, estate planning, and retirement planning.
Our Team
Our team of experienced advisors has been diligently overseeing our clients' investments for over 45 years. As fiduciaries, we are held to a high standard, ensuring that your needs always come first. Our team of experts includes over a dozen CFA s, CFP s, CPAs, attorneys, and additional legal and financial professionals. We are committed to helping you make informed financial decisions so that you can spend more time in retirement.
Overall Experience
The reviewer had an exceptional experience with the team, praising their responsiveness, listening skills, and ability to follow through on commitments. They understand the big picture and are considered a valuable resource.
Strengths
- Teamwork: The team worked together seamlessly, ensuring a cohesive and effective experience.
- Communication: They were highly responsive and listened to the reviewer's needs, making sure to understand the context.
- Reliability: The team followed through on their commitments, instilling trust and confidence.
- Strategic Understanding: They demonstrated a thorough understanding of the big picture, allowing them to provide valuable insights and support.
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