About Us

Helping affluent families preserve and transfer intergenerational wealth.

After all, it’s what you keep that matters.

After-Tax Wealth Management

Who We Are

We offer a personalized approach using our access to some of the world’s finest institutional money managers and by developing a deep understanding in real-time of the tax implications resulting from the wealth management decisions you make. Learn more about LPL Financial at www.lpl.com.

What We Do

Our firm specializes in helping high-net-worth families who are acutely concerned with the intergenerational preservation and transfer of wealth.

We exist to deliver for our clients: A relationship that is based on competence and integrity; Performance that is reasonable and based on recommendations that are grounded in well-established financial planning principles; and high-level service that is respectful and timely. Our Mission is to help our clients and their families clearly assess their current financial situation, define their financial goals and dreams, and then chart a specific and confident path to the pursuit of their financial goals.

Our History

When it comes to helping high-net-worth clients, we bring more than two decades of experience as an LPL Financial Advisor, extensive expertise in estates and trusts, and an in-depth knowledge of tax-advantaged investing.

Why Clients Choose Us

Our values are our greatest wealth

Mission Statement

Our Mission is to help you and your family clearly assess your current financial situation, define your financial goals and dreams, and then chart a specific and confident path to the pursuit of your financial goals. We want to help you implement this strategy and monitor the progress of the plan over the coming years while making modifications when circumstances warrant.

We believe that money is an important tool needed to pursue your dreams and goals, whatever those aspirations may be. We serve a community that values the leverage that a competent wealth management advisor brings to the table. Our clients are too busy living lives that reflect their passions and chose to delegate this essential function to a trustworthy professional.

We exist to deliver to you: A relationship that is based on competence and integrity; Performance that is reasonable and based on recommendations that are grounded in well-established financial planning principles; and high level service that is respectful and timely.

INTEGRITY

You have entrusted a great deal to us and this is a responsibility that we take seriously. To ensure this, we have aligned our goals with yours, so that as you become financial independent we follow you every step of the way. .

CONSISTENCY

Our mission and vision are the guiding lights that aim to make your financial goals and objectives a reality. By always implementing these principles, we are able to assist you in a manner that is effective, just, and understandable.

TEAMWORK

We have constructed a diversified team of specialists coming from different personal and professional backgrounds who follow these principles to efficiently assist you with your financial needs.

COURAGE

True character is tested when difficult situations arise. We set ourselves apart by demonstrating our courage in the face of adversity by following the guidance of these core principles.

COMPETENCE

In the ever-evolving world of personal finance, we are committed to consistently improving our skill-set through our efforts of continuing education – workshops, certifications, and self-study.

RELATIONSHIP

Like any relationship, the relationship between you and us will develop overtime and grow stronger as the years pass as we better understand your goals and preferences. Keeping communications open helps to reinforce this.

CONFIDENTIALITY

Our clients are interconnected and in no way do we allude to or discuss your finances with anyone other than with business associates who are working with us to accomplish your goals.

HUMILITY

Perhaps the greatest downside of investment success is the overconfidence that can accompany it. By recognizing and proactively approaching this, we want to help you pursue your goals.

RESPECT

Looking at the world through our clients’ eyes elicits in us a level of respect for where you are coming from and where you want to go. This perspective gives us the ability to construct a framework that is in alignment with your values and objectives.

Our approach

Personalized after-tax wealth planning with premier money managers.

1. Making a Connection

The initial step in the process requires a connection, so contact us. Having made the connection between goals and services offered, we can move to a more thorough discovery process.

2. Discovery

This step allows a determination of your wants, needs, goals, etc. During discovery, we will work together to help define you and your family’s goals and objectives. How do you want to transfer your wealth – both financial and intellectual capital? How do you want to enjoy retirement? What is important to you?

3. Financial Disclosures

This step is all about gathering information, financials and getting a picture of where you currently stand. We can now begin to refine your goals, set time frames for them and explore strategies. During this step, we’ll provide insights regarding compensation and the desired length of our relationship.

4. Top Level Plan

Here we showcase the roadmap to pursue your goals. Summarizing your current financial situation and your desired destination, we coordinate the steps to address your goals, including desired rates of return and annual or monthly funding requirements.

5. Strategies

This step introduces the vehicles needed to pursue your target destination. We’ll explain the fit of the vehicles in terms of your timeframe, risk tolerance, and target return.

6. Implementing The Plan

This step will show how your plans will be put into action through a simple task list.

7. Monitoring & Updating

Your plans once implemented are monitored; regularly to highlight progress towards your goals and objectives. This step is where we modify your plans to keep up with life, changing needs, current markets and economic shifts.

Learn how we can help your wealth management by identifying tax advantages.

Guidance and strategies to help fulfill your vision for the future.

Still looking for more info?

Contact us to start your needs assessment today.

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