Every client story is
unique. Your financial
strategy should be too.
Whether you’re starting out or stewarding wealth across generations, we provide the individualized expertise your circumstances demand.
saved to retire
comfortably?"
as I do?"
- Typically 50+ and approaching or already in retirement
- Seeking answers to "Will I be okay?" and "What should
I be doing differently?" - Need retirement income planning and Social
Security optimization - Concerned about healthcare and long-term care planning
- Want to preserve their desired lifestyle
throughout retirement
With nearly a century of experience guiding clients through retirement, we understand both the financial and emotional aspects of this major life transition. We create comprehensive retirement income strategies that help ensure your money lasts while maintaining the lifestyle you’ve worked hard to achieve. Our ongoing guidance provides the peace of mind that comes from knowing you have experienced advisors monitoring your plan as circumstances change.
our children."
- Have $1M+ in investable assets
- Typically 45+ years old with established wealth
- Want more than just investment management
- Value long-term relationships with local advisors
- Need coordination between investments, taxes, and
estate planning
Our century of experience managing family wealth means we understand the complexities you face. We integrate your investments, tax planning, and estate strategies into one comprehensive plan, then coordinate with your attorney and accountant to ensure everything works together.
to begin."
- Typically 25-40 years old starting their careers or
growing families - Getting started with financial planning and
investment strategies - Need education funding for children (529 plans)
- Planning home purchases and mortgage strategies
- May benefit from life insurance and disability protection
We understand that building wealth takes time, and we’re here to guide you through each step. We help you establish a solid financial foundation with appropriate savings strategies, insurance protection, and investment plans that grow with your family. You’ll never feel overwhelmed—we explain everything clearly and help you prioritize what matters most for your family’s future.
Educators, etc.) Specialized financial guidance for accomplished professionals
assets from potential professional liability."
my practice when I'm ready to retire?"
- Highly educated professionals with specialized
planning needs - Often have variable or high income requiring unique strategies
- Need career-specific financial strategies and
practice management guidance - Want tax strategies that address their complex compensation structures
- May benefit from professional liability and asset
protection planning
We understand the unique financial challenges that come with professional careers. Our team has extensive experience working with physicians, attorneys, educators, and other professionals, so we know how to address practice management issues, variable income planning, and asset protection strategies. We coordinate closely with your other professional advisors to ensure all aspects of your financial life work together seamlessly.
efficient way to exit
my business?"
- Usually have $500K-10M+ in assets with complex
financial structures - Are entrepreneurs, business owners, or
corporate executives - Need business succession and exit planning strategies
- Require integration of personal and business finances
- Seek executive compensation optimization
(stock options, deferred comp) - Want comprehensive risk management and
wealth preservation
We specialize in the complex financial situations that successful business leaders face. Our team understands how to coordinate your personal wealth strategy with your business interests, develop tax-efficient exit strategies, and optimize executive compensation packages. We work closely with your business advisors to ensure your personal financial plan supports your business goals while protecting your family’s long-term security.
program needs?"
our board members
about their fiduciary responsibilities?"
- Charitable organizations, foundations, educational institutions, and religious organizations
- Need endowment management and investment strategies for long-term sustainability
- Needs help developing Investment Policy Statement (IPC) and Spending Policy
- Seek grant-making and distribution strategies that maximize impact
- Want board fiduciary guidance and education to ensure proper oversight
With nearly 100 non-profit clients, we understand the unique challenges mission-driven organizations face. We help you develop investment policies that support your long-term mission while providing steady funding for current operations. Our team provides board education and fiduciary support, ensuring your organization maintains the highest standards of financial stewardship while maximizing your ability to serve your community.
our retirement plan?"
fiduciary responsibilities
as plan sponsors?"
- Companies and organizations responsible for employee retirement benefits
- Need 401(k) and 403(b) plan advice and guidance for optimal design
- Require employee education and engagement to
improve participation - Seek plan design coordination to maximize benefits
and minimize liability - Want to provide valuable retirement benefits that attract and retain talent
We provide comprehensive retirement plan consulting that goes beyond basic administration. Our team offers employee education and financial wellness programs that increase engagement and improve retirement outcomes. We work with plan sponsors to coordinate plan design that serves both employee needs and organizational goals, ensuring your retirement benefits program supports your overall human resources strategy.
to prepare our children
to handle inherited wealth responsibly?"
- Trustees, beneficiaries, and families managing trust assets and estate planning
- Need trust administration and investment
management expertise - Require estate settlement and probate assistance during difficult times
- Seek beneficiary education and support to prepare the next generation
- Want tax-efficient trust and estate strategies to preserve family wealth
We understand that trust and estate management involves both financial complexity and family dynamics. Our team coordinates closely with your estate attorneys and tax professionals to ensure seamless administration. We provide patient education and guidance to beneficiaries, helping them understand their inheritance while developing the knowledge and values needed to preserve family wealth across generations.
my values without
sacrificing returns?"
- Want to align their investments with their values and social impact goals
- Seek Environmental, Social, and Governance (ESG) investment strategies
- Value impact investing and sustainable portfolio construction approaches
- Care about shareholder advocacy and proxy voting on important issues
- Need performance measurement that includes both financial returns and impact metrics
We provide comprehensive retirement plan consulting that goes beyond basic administration. Our team offers employee education and financial wellness programs that increase engagement and improve retirement outcomes. We work with plan sponsors to coordinate plan design that serves both employee needs and organizational goals, ensuring your retirement benefits program supports your overall human resources strategy.
we should know about as a same-sex married couple?"
- LGBTQ+ individuals and couples with unique legal, financial, and family planning needs
- Need estate planning and legal protections that may differ from traditional arrangements
- Require adoption and family planning financial strategies for non-traditional paths to parenthood
- Seek retirement planning guidance for non-traditional relationships and benefit structures
- Want tax strategies optimized for same-sex couples
and diverse family arrangements
We understand that LGBTQ+ individuals and couples often face unique financial planning challenges that require specialized knowledge and sensitivity. Our team provides comprehensive guidance on estate planning protections, family-building strategies, and tax optimization for diverse family structures. We work closely with legal professionals who understand LGBTQ+ rights to ensure your financial plan fully protects your relationship and family goals.
tax benefits?"
children in our family's philanthropic mission?"
- Individuals and families committed to charitable giving and creating lasting social impact
- Want strategic charitable giving approaches combined with tax optimization
- Need foundation establishment and management for organized philanthropy
- Seek legacy planning and generational philanthropy to involve family members
- Value impact measurement and giving effectiveness to ensure their donations make a difference
We understand that effective philanthropy requires both financial strategy and heart. Our team helps you develop comprehensive charitable giving strategies that maximize both your tax benefits and your social impact. We assist with foundation establishment, donor-advised fund management, and multi-generational philanthropy planning that engages your entire family in creating a lasting legacy of positive change in your community and beyond.