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Our Services

Investment Advisory Services

  • Definition of client objectives
  • Drafting of investment guidelines
  • Asset/Style allocation recommendations
  • Investment manager selection
  • Tax-sensitive investments
  • Alternative investments
  • Ongoing performance monitoring
  • Comprehensive reporting of progress towards investment goals
  • Ongoing review and analysis of objectives and guidelines

Individual Financial Planning

  • Tax planning
  • Financial modeling (“what if” scenarios)
  • Stock option strategies
  • Charitable giving
  • Insurance planning and analysis

Estate Planning Services

  • Definition of goals and objectives
  • Trust and will design (outside attorneys prepare documents)
  • Estate tax reduction strategies

Business Planning Services

  • Continuity planning
  • Succession planning
  • Qualified plan analysis