Wealth Management

Our philosophy

We work closely and carefully with each client to create a strategic long term plan based on the real details and philosophy of the lives of clients. We create a carefully crafted plan that may include long term retirement planning, charitable giving, working with CPA's to achieve maximum tax efficiency and also working with estate planning attorneys for wealth succession planning. Our understanding of financial goals and our planning process can help ensure that the business of life runs smoothly. 

We have worked with clients in obtaining representation for home and land sales, working closely with legal and title representatives as well as real estate brokerage services. Art sales are another area where we have assisted clients in obtaining proper provenance documents as well as working with auction houses, appraisers, estate sales representatives and museums to appraise or donate valuable heirlooms or art work.

College and retirement plan often go hand in hand and we work with clients to ensure that these needs intersect successfully.

Families represent a special portion of our business as each one requires strategic leadership to manage the multi-generational goals which usually include trusts and estates.