Our work is grounded in strong relationships.
We start by understanding your goals, the role of critical events and milestones in your life, and the importance of legacy planning and lifestyle expectations for your financial vision.
We don’t only work with capable professionals: we coordinate their work to provide fully integrated solutions for your wealth. We take pride in our reputation as a caring, hard-working, experienced and dedicated team. We do all of this with passion, meticulous adherence to standards and expertise.
Our wealth management strategy incorporates planning for your: estate, insurance, business succession and philanthropy. We develop tax-effective portfolios, coordinate with your tax professionals to mitigate your taxes and document all important personal and corporate tax information. Our team has access to the best third-party pension asset managers who are subject to ongoing due diligence, while our research-based investment solutions focus on maximizing returns while minimizing your risk. Ongoing monitoring means that as markets or personal circumstances change, we work with you to keep you informed of recommendations for your wealth strategy.
Our dedicated team offers more than 40 years of combined experience. We provide quarterly market updates, monthly and quarterly portfolio statements and daily online access. Our regular portfolio reviews and annual planning sessions are designed to keep you and your family informed and educated about the management and performance of your wealth.
Our services are best suited for clients with $1 million minimum in investible assets.
Learn about our promise to our clients and ongoing service commitments.