We are dedicated to preserving the wealth our clients have worked so hard to build. Through proper planning our team can help you minimize estate taxes and maximize the amount of your wealth that will ultimately pass on to your heirs.
- Portfolio analysis
- Personal financial statements
- Retirement planning
- Insurance planning
- College savings planning
- Estate & gift tax planning
- Asset protection
- Business succession & exit planning
Looking at the Big Picture
We do not just look at where you are today, but where you plan to go tomorrow. What are your personal interests? Do you have any hidden risks? Are there dependent adult family members who might become a burden on your financial situation? We help you examine the need for insurance, the cash flows needed to accomplish the things in life you want to do and set budgets if needed to ensure you live within the means of your portfolio.
Tax is a Major Component
Tax planning is a major element in wealth management. Leveraging deferred taxes can help accumulate more wealth. In addition, what is your wealth tax plan? Are you looking to shift assets to family members through gifting? Do you need to set up trusts? We can help you examine every aspect of you investing needs and do so in collaboration with your investment advisor.
Succession & Exit Needs
Divesting a business is a stressful situation. It can also be very profitable and create a sizeable tax event. Let us help you prepare for transition events.