We work as a team with a select group of families to go beyond simple investment planning – we pride ourselves on our ability to provide wealth management. We define wealth management as a complete approach to addressing client’s financial needs, this includes investment consulting, strategic planning, and relationship management. - Investment consulting is managing investments over time to help clients achieve their financial goals. We believe that everyone should live a fulfilled and balanced life. By using this consultative approach, our clients are in charge of shaping the future they want to create. - Strategic planning goes beyond investments to look at all the other aspects that are important to our client’s financial life. We break it down into four parts: wealth enhancement, wealth transfer, wealth protection and wealth impact. - We focus on building relationships with three groups. The first and most obvious group is our clients. Next, we work collaboratively with our team of specialists, such as legal, tax, and insurance experts, so we can find and deliver advanced solutions. And last, with our clients’ other professional advisors, such as their attorneys and accountants. Successful individuals and families work with us to: - Develop and implement a comprehensive wealth management plan to remain affluent while achieving their financial dreams. - Make smarter decisions in today’s uncertain political, economic, and social environment. - Obtain an independent second opinion from a trusted financial advisor in their community.