Who We Serve
WEALTHY FAMILIES
Our clients are in an enviable position. Their wealth could have come from a lifetime of work, savings, and investment. It could have come from selling a business or other asset, or from a settlement or inheritance. Once received, it should provide them with the security to lead the rest of their lives as they desire. Often financial planning has taken a back seat to other demands on your time. Let us help by taking the stress and guesswork out of formulating and implementing a customized plan so that you can feel confident that you and your family can just enjoy life.
RETIREES
Planning for a comfortable retirement is a goal that nearly everyone shares. When the tables turn and you switch from making contributions to taking distributions from your portfolio, a lot of things change. The realization that “this is it” can be a very daunting feeling. However, the freedom that financial independence provides – you have all the time in the world to pursue your interests – is a wonderful thing to explore.
Having an established, well-thought-out, evidence-based investment philosophy is critical during this stage of your life. We will put together a creative plan that will meet your income requirements while still allowing your portfolio to grow.
RETIREMENT PLANS
Clients often have assets invested in one or more retirement accounts such as a traditional IRA, Roth IRA, 401k account, SEP or pension plan, etc. The management of these accounts presents some unique challenges, but can certainly be integrated into an overall investment strategy.