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Who We Serve

Our Clients

We serve high-net-worth individuals and families with a wide range of complex wealth management needs. We work with our clients to help them articulate and achieve their financial dreams, following through on our promise to develop a comprehensive wealth management strategy based on each client’s unique circumstances.
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Multi-Generational Families

We strive to ensure all generations of your family can better understand the challenges of investment planning and properly managing wealth. As a service-oriented team, we want all our clients to have clarity and confidence around their plans for responsible stewardship of family wealth. 

Life transitions and key life events often come with distinct hopes or concerns about what the future may hold. By helping families recognize and anticipate these future life events, our team strives to help reduce anxiety and prepare everyone for what lies ahead. And as life changes, we can update and adjust investment plans accordingly.

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Retirees

If you’re changing jobs or retiring, you’ll need to decide what to do with assets in your 401(k) or other qualified employer-sponsored retirement plan (QRP). These savings often can represent a significant portion of your retirement income, so it’s important you carefully evaluate your options.  

We can help educate you on all your options, so you can decide what plans make the most sense for your specific situation – whether you want to roll your assets into an Individual Retirement Account (IRA), leave your funds in your former employer’s retirement plan, move your savings, or withdraw your savings. 

Planning for retirement is not a “one and done” kind of activity. A good plan should be checked regularly and adjusted, as necessary. We will periodically meet with you to review your plans, your current circumstances, and your portfolio, collaborating to discuss your choices and what works for you.