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.

Our Services Include:

• Access to Specialized Alternative Investments
• Customized Portfolios
• Stock Concentration Strategies
• Ongoing Monitoring, Rebalancing, Tax-loss Harvesting & Performance Reporting
• Socially Responsible Investing
• Income Strategies
• Tax-Smart Implementation & Trading
• Advisor View Portal & Reporting Package
• Digital Investment Platform (for Emerging Investors)

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.

Our Services Include:

• Financial Planning
• Dedicated Service Team
• Wealth Planning Organizer
• Goals Assessment & Prioritization
• Annual Wealth Management Review
• Real Estate Advice & Support
• Mortgage Rate Watch
• Access to Institutional Borrowing
• Budget Analysis
• Annual Spending Review
• Social Security Maximization
• Cash Management Solutions
• Client Communications

Estate Planning & Risk Management

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.

Our Services Include:

• Estate Plan Review
• Trustee & Fiduciary Support
• Family Legacy Planning
• Intergenerational Family Financial Education
• Risk Management Review for Life, Disability & LTC Insurance
• Charitable Planning
• Property & Casualty Insurance Review (HUB)
• Cybersecurity Insurance (HUB)

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.

Our Services Include:

• Estate Tax Reduction Strategies
• Annual Tax Management Review
• Concentrated Stock Planning (Access to Exchange LP)
• Integration & Coordination with CPA on Tax Savings Strategies

Return on Life

Clarify priorities. Make progress. Be prepared for the future.

With ROL, you don’t give up the best of life or the best parts of yourself just to get money. The money is there to serve you, not vice versa. Instead of focusing on someone else’s definition of success, you will write your own. ROL puts quality before quantity by managing your assets in a way that improves your life and provides peace of mind and confidence.

Our Services Include:

• The Return on Life Index
• The Fiscalosophy Conversation
• The Financial $Lifeline

Redefining Wealth

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.

Our Services Include:

• Resources
• Introductions
• Strategies
• Events