Building wealth is a team effort based on trust. We intentionally stay small in order to give each client the attention they deserve and we can build a bond that always leaves you feeling like you are in the best hands possible. To us, small means more.
Together, we will work through a comprehensive three-step process to manage your financial life and create a plan customized to your needs. We simplify the complex by focusing on managing your wealth in a systematic way to reach your long-term goals.
Step One: Assessing your wealth
The process starts by understanding your complete financial picture, which may include your current mortgages, wills, trusts and assets. From there we examine wealth strategies through six modules.
- Accumulation: how to target asset growth
- Retirement planning: how to target distribution of your assets in a tax-advantaged way
- Estate planning: how to preserve your assets
- Risk management: how to protect your assets
- Business planning: how to grow and manage your business
- Taxation: how to minimize your tax burden
Step Two: Create a comprehensive plan
After examining each module, we will have a better understanding of which ones require immediate attention and which ones can be considered long-term. This will inform and help us create a personalized plan that sets forward your financial future.
Step Three: Support your financial goals
These times are full of changes and often your plans for the future are unknown. You can always count on us to provide honest advice through good times or bad.