When people are passionate about what they do to earn a living often Life and Wealth collide. Many times our clients with emerging wealth are experts and leaders in their own field, who maintain busy schedules focusing their attention on others. Our clients understand the necessity to partner with a team such as ours who they can trust to provide them with professional knowledge and advice in terms that they can understand and rely upon.
For such individuals and households, often our Wealth Management services go beyond the usual investment advisory discipline of financial planning, investment portfolio management, asset protection and taxation. Multi-generational issues as well as estate and charitable gift planning are among those topics often discussed and addressed. When needed, coordination with independent legal counsel is secured.