Our Services

Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients' lives unfold and their needs evolve. This offers them a complete financial picture with confidence in their future.

Investment Management

Invest and grow your wealth.
We develop customized, globally diversified, tax-efficient portfolios tailored to your financial plan and built to stand the test of time. We partner with you to find the right balance between risk and return, while monitoring your portfolio and keeping you up to date with ongoing refinements.
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Our Services Include:

  • Access to Specialized Alternative Investments
  • Access to Investment Resources and Research
  • Customized Portfolio Management
  • Portfolio Income Strategies
  • Concentrated Stock Strategies
  • Current Events: Portfolio Sensitivity
  • Stock Option Planning
  • Ongoing Monitoring, Rebalancing, Tax-loss Harvesting & Performance Reporting
  • Socially Responsible Investing, including ESG Screening
  • Income Strategies and Cash Management Solutions
  • Cash Flow Planning and Portfolio Income Projections
  • Tax-Smart Implementation & Trading
  • Access to Institutional Borrowing
  • 401(k) Guidance
  • Secure Client Portal
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Wealth Management

Integrate all aspects of your financial picture.
Our all-inclusive view goes beyond just investments; it’s a road map that puts you on track with your financial goals and life dreams. Working closely with you, we will develop a customized plan to help integrate all aspects of your financial picture.
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Our Services Include:

  • Financial Planning
  • Budget Analysis and Spending Review
  • Goals Assessment & Prioritization
  • Wealth Planning Checklist and Organizer
  • Real Estate Advice and Support
  • Mortgage Rate Watch
  • Access to Negotiated and Preferred Borrowing Rates
  • Social Security Maximization
  • Medicare Enrollment Assistance
  • Retirement Facility Analysis and Community Living Options
  • College Savings Plans and Analysis
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Estate Planning

Maximize the impact of your assets.
Whether your goal is to leave your estate to heirs or charity, to minimize taxes or to maximize lifetime giving, we are here to provide clarity and direction. Through the design and management of an effective estate plan, we work with your team of advisors to avoid unnecessary taxation and ensure your wishes are carried out.
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Our Services Include:

  • Estate Plan Review, Including Balance Sheet Review and Net Worth Forecasting
  • Family Legacy Planning
  • Education on Advanced Estate and Gift Strategies
  • Estate Tax Reduction Strategies
  • Coordination with Attorney on Estate Plan Updates
  • Special Needs Planning
  • Trustee and Fiduciary Support
  • Family Endowment
  • Charitable Planning and Philanthropic Planning (Donor Advised Funds, Family Philanthropy and Planned Giving Discussions)
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Asset Protection

Understand your liabilities and protect against different kinds of loss.
An asset protection insurance review is designed to understand current insurance coverages in place, to identify possible gaps in coverage or areas for increased protection, and to explore reduced premium expense opportunities.
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Our Services Include:

  • Personal Insurance Review for Life, Disability, and Long-Term Care Insurance
  • Property and Casualty Insurance Review
  • Luxury Asset Planning
  • Cyber Security Insurance Review
  • Household Employee Planning
  • Business Management Planning: Valuation, Transition Planning and Protection
  • Network of Legal Specialists
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Tax Management

Minimize your tax burdens.
We realize that taxes may be one of your largest ongoing expenses. We will bring tax reduction strategies to you and coordinate with your CPA on implementation. We also manage your investment portfolio in a tax-efficient manner.
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Our Services Include:

  • Direct Access to our CPAs on Staff
  • Estate Tax Reduction Strategies
  • Powerful Tax Management Review with Complex Scenario Analysis, Including Tax Impact of Financial Recommendations
  • Furnish Materials Required for Tax Preparation, Including Tax Forms and Other Relevant Items to CPA
  • Cross Border or Residency Planning
  • Outsourced Bill Pay Solutions
  • Network of Entity Formation Specialists
  • Integration & Coordination with CPA on Income Tax-Savings Strategies
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Inspired Living Platform

Design your life in a way that makes you feel alive and fulfilled.
We offer value to our clients' lives so that they can enjoy more balance, inspiration and fulfillment, while achieving their future goals. The resources that we provide help our clients as they develop their Inspired Life Purpose into their third phase of life. We help clients identify what true wealth looks like for them and then we work together to ignite this vision into reality.
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Our Services Include:

  • Inspired Living Exercises (11 Dimensions of Life and Inspired Life Purpose)
  • 3.0 Life Planning (Set Intentions, Develop Strategy, Peer Support and Accountability)
  • Return on Life, Fiscalosophy and Life$line Exercises
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