SERVICES FOR INDIVIDUALS
You have goals and dreams. We have experience helping clients achieve them. Your wealth advisor will develop a personalized wealth management strategy focused on those things most important to you. We'll evaluate all aspects of your financial life, and help you discover your financial success.
Financial decisions - cash flow, retirement, education savings, social security, tax management - all impact your long-term goals. We'll help you get back to focusing on what matters in your life, with confidence that you're on the right track.
You've worked hard to attain wealth, we'll help design an estate plan that includes reviewing and providing advice on wills, trusts, power of attorneys, health care directives, and charitable giving strategies to ensure your wishes are met.
Equity compensation can make up a significant portion of personal financial wealth for corporate executives as well as employees of early-stage companies or those with employee stock plans. Expert analysis and planning are needed to maximize the opportunity these benefits present while minimizing the impact of taxes.
You need a portfolio that works for you. Our investment professionals work alongside your advisor to develop personalized portfolios that support and enhance your overall financial well-being.
We'll work to accurately identify, quantify, and resolve risks that may present themselves throughout your lifetime and potentially undermine the hard work you have put in to achieve your goals. An array of commission-free product solutions are available.
Tax Planning & Preparation
Tax efficiency is an often-overlooked component of wealth management. We offer a wide array of services to help minimize your tax burden, allowing you to keep more of what you've worked hard to earn and save.
Though giving directly to a charitable organization is one of the most common ways to contribute, it is not the only option. Choosing the right approach for your situation can help you give more effectively and efficiently.