OUR SERVICES
Business consulting that
suit your needs
Business consulting that
suit your needs
FINANCIAL
PLANNING
We believe financial planning is iterative and fundamental to wealth management; therefore, we strive to make it the core of every relationship.
Financial planning includes:
- Financial Position/Foundation
- Insurance/Practical Protection
- Investment Planning
- Tax Planning
- Retirement Planning
- Education Planning
- Estate Planning
- Charitable Planning
One or more of these items will be addressed annually, determined by demonstrated and/or
expressed client need; will also be monitored and updated on an ongoing basis
Additional planning for more specialized situations such as Business Planning, Concentrated
Stock/Options, Private Business Interests, etc.
INVESTMENT
MANAGEMENT
Utilization of model portfolios that hold pooled investment vehicles (ETFs and mutual funds); separately managed accounts could also be utilized if deemed more appropriate
Risk management, controlling asset management fees, and tax efficiency will be primary drivers of value.
TAX
PREPARATION
Strong emphasis on tax services (planning and preparation) as both a form of business
acquisition and planning
Incorporate tax preparation as a form of full-service financial management
- Additional fee for this service billed by CPA affiliate partner
TRUST
SERVICES
Strong emphasis on utilizing trust services (where appropriate) as both a form of business
acquisition and planning
Incorporate various capacities of trust services (with third-party provider) to continue advising
the next generation
- Additional fee for this service billed by Trust affiliate partner
CONSULTING
Offer philanthropic, investment, and financial planning, and business consulting services to
high-income earners and businesses that do not have investable assets (i.e., assets tied up in
business, or other illiquid assets) or may have a one-time need for consulting.
Fees are calculated based on income and complexity and charged a fixed-fee basis subject to
the specific arrangement with the client. Fixed fees may be in the form of a periodic (i.e.,
monthly, or quarterly) fee or a total fee to be paid over a specified period.