Private Client High-Net-Worth

Distinctive Guidance for Significant Wealth

For Clients with 5 million+ of investable assets

     With significant wealth comes great opportunity, as well as an increasing complexity of choice—especially with respect to whom you entrust to share your financial and personal aspirations. While maintaining and growing your assets is critical, equally important is developing a strategy for leaving behind a legacy, and having the freedom to pursue what is most important to you.

Putting your wealth to work for you

     Our purpose is to deliver exceptional financial guidance and personalized service to help you build and preserve your wealth, create a strategy for passing on a lasting heritage to loved ones or meaningful charities, and empower you to pursue
your life’s aspirations. Our firm is uniquely positioned to cater to your distinct financial needs. As your trusted financial advocate, we provide unbiased investment guidance and financial planning to help you manage your wealth over your lifetime and beyond.

Strategic collaboration and personalized support

     Our expectation is the same as yours—to be there for you when you need us. Our firm specializes in creating unique strategies that address complex wealth management issues, such as minimizing tax implications, so you can effectively control the destination and purpose of your wealth. We anticipate issues proactively, strategize for best results and, above all, are ever present and committed to your success.

Our Service Includes:

  • Comprehensive Financial Planning through LPL Financial
  • Advanced Estate Planning
  • Investment Consulting
  • Advanced Portfolio and Investment Analytics
  • Tax-sensitive Investing
  • Alternative Investments
  • Trust Services
  • Single-stock Risk Management
  • Executive Compensation Arrangements
  • Business Exit Planning
  • Financial Windfall Planning
  • Insurance Planning
  • Foundation and Endowment Guidance

Contact us today to for a free consultation about our High-Net-Worth Services!