Fall foliage colorsOur goal is to create wealth management plans that fit our clients’ unique personal financial circumstances. We work with estate planning attorneys and certified public accountants to develop and implement individualized estate and tax strategies for clients seeking to preserve, grow, maximize and transfer their wealth to future generations and philanthropic organizations.

We take the time to understand our clients’ financial and investment needs by carefully reviewing their investment, financial, estate and trust considerations. This includes incorporating the following:

  • Income objectives
  • Cash flow requirements
  • Risk tolerance
  • Retirement planning
  • Estate and multi-generational legacy planning
  • Values assessment
  • Estate and tax coordination
  • Implementation of estate plan

For as long as I can remember, veteran businessmen and investors – I among them – have been warning about the dangers of irrational stock speculation and hammering away at the theme that stock certificates are deeds of ownership and not betting slips… The professional investor has no choice but to sit by quietly while the mob has its day, until the enthusiasm or panic of the speculators and non-professionals has been spent. He is not impatient, nor is he even in a very great hurry, for he is an investor, not a gambler or a speculator. The seeds of any bust are inherent in any boom that outstrips the pace of whatever solid factors gave it its impetus in the first place. There are no safeguards that can protect the emotional investor from himself.
– J. Paul Getty