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Personal Wealth: Planning and execution

We use a dynamic, forward-looking approach to personal wealth — strategically addressing the complexities each client faces. Our innovative thinking can mitigate concerns and give you confidence that your wealth is properly managed.

A financial planning perspective

Financial planning considers where you are today, where you want to be in the future and what legacy you would like to create. Our financial planning process incorporates the following nine steps:

  • Tax planning
  • Investment management
  • Retirement planning
  • Cash flow and debt management
  • Family risk management (life, disability and long-term care)
  • Estate and gift tax reduction strategies
  • Education planning
  • Legacy creation and philanthropic planning
  • Business planning

A long-term approach focused on protection

Our long-term wealth management philosophy focuses on total return and capital preservation — ever mindful of the tax implications. As true fiduciaries, we work diligently to grow and protect the wealth you have worked to create.

Model portfolios with access to alternatives

We offer tactical model-driven portfolio management that aligns your risk tolerances and market conditions with the stated aim of working to protect your downside. Additionally, we provide access to alternative and direct investment vehicles (business investment, real estate and private equity).

For more information about our services, please review our Client Relationship Summary