HOW WE CAN HELP

We serve our families by tailoring different wealth management strategies to help them achieve financial independence.

Your Goals

What Now?

Financial Check We develop and maintain a secure record of your assets/liabilities and help you prioritize your financial opportunities.

Cashflow/ BudgetWe provide a written statement of how much you can expect to save/spend before or in retirement and the budget that would sustain it.

Investment PlanWe strive to find the comfortable balance between portfolio return, volatility and your risk tolerance.

What About Future?

CollegeWe help you determine where to start with saving for college, available college savings options and how to avoid possible shortfalls.

RetirementTogether with you, we create a roadmap to keep you on track for retirement and gradually scale down portfolio risk to create a lifetime income.

LegacyWe advise you on continuity of your family’s financial/charitable plan through generations and support your surviving spouse/beneficiaries with their evolving needs.

WHAT ABOUT
ESG?

Environmental & Social PortfoliosWe present you with a select number of solutions to make a positive impact on the society and environment while achieving financial growth

Impact InvestingWe analyze the companies and actively managed portfolios which score highly on ESG criteria. This selective investment process is hard to duplicate in passive index strategies

Your Goals

What If?

Marriage/DivorceWe guide you through financial ramifications of life events and help you thoroughly prepare for them.

Job ChangesWe explain the options you have while making the transition to your new job/career and help you select new company retirement plan/benefits.

Start/Sell BusinessWe council you on how best to address both sides of your business’s balance sheet, when to exercise stock options or create a succession plan.

WHAT ABOUT RISK?

Risk MitigationAt each meeting, we discuss your comfort level with investment risk and determine the risk profile of your portfolio in order to keep them aligned.

Insurance ReviewWe identify, and address, the blind spots in your protection plan against the loss of earned income, assets, spouse, health, and personal liability.

Fraud ProtectionWe have an ongoing personal contact with clients (especially elderly ones) to guard against financial fraud, identify theft, scams, and financial exploitation.

WHAT ABOUT TAXES?

Tax EfficiencyWe identify and apply solutions in portfolio structure and tax loss harvesting to take full advantage of tax law provisions.

Tax SavingsWe introduce concepts that help mitigate high tax liability during peak earning years and estate planning techniques that have tax benefits.

CPA CollaborationWe bring in tax and legal advisors to guide you in areas of your life plan that you may not have considered and that may be beneficial to you.



OUR ENGAGEMENT PROCESS




WHAT YOU CAN EXPECT FROM US


A sustainable, comprehensive and outcome based plan.

Regular communication with the focus on listening.

Education on financial concepts and full transparency on your options.

Ecosystem with other professionals (CPA’s, JD’s and insurance specialists).

Ultra-personal touch and our undivided attention.

A family hub, coordinating and addressing multi-generational needs

Ease of doing business, helping you worry less and enjoy life more.

Peace of mind knowing that we care about the wellbeing of you and your family.