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Solutions

As a process-oriented firm, we offer comprehensive wealth management by reviewing your financial situation holistically. That means we consider both sides of your balance sheet, and we look to incorporate the impact of both family dynamics as well as any business interests.

Your financial plan is the centerpiece for any strategies we recommend or services we provide.

Your
Goals

Personal
Values

These solutions are always based on your stated goals – short-term and long-term – and the personal values that drive all of your decisions.

Retirement Planning

Cash Flow Planning & Tax-Efficient Strategies
Tax diversification (taxable, after-tax, Roth, pre-tax)
Required Minimum Distributions (RMD)
Backdoor and Mega backdoor Roth strategies
Partial Roth conversion analysis
Withdrawal strategies
Qualified Charitable Distribution (QCD) planning
“What if” planning scenarios

Estate Planning

Asset ownership and titling
Beneficiary designation review
Succession planning
Special needs beneficiaries
Estate Tax minimization
Philanthropic & Gifting Strategies
Partnership with estate attorney
How to hold a family meeting

Corporate Executive Planning

Concentrated Stock Position Management
Deferred Compensation planning
Stock Option Modeling and Analysis
Restricted Stock planning

Insurance Planning

Life Insurance review and needs analysis
Long-term care review and needs analysis
Annuity review
Company provided Life Insurance vs. Individually owned

Investment Management

Diversification
“Active Rebalancing”
Risk Management
Investment monitoring
Access to Private Real Estate and Private Equity
Roth vs IRA vs taxable Asset Allocation and why each should be different
Tax-loss harvesting

Individual & Family Financial Planning

In-Depth Planning Scenarios powered by eMoney
Monte Carlo Analysis
Goals-Based Wealth Management
Risk Assessment
Investment Personality Assessment

Socially Responsible Investing

Screening Process – What issues are important to you
Align personal values with investment objectives
Impact Investing – Making a difference