wealth management

Built Around You

We give high-net-worth individuals the sophistication, services, and solutions they need to navigate financial complexity and look to the future with confidence. 

Our Process

A Comprehensive Wealth Management Planning Process


Step 1

Introductory Consultation

At the heart of our planning process lies our commitment to understanding you. We'll delve deep into your specific situation, obtaining an intimate understanding of your complete financial life and determining if we are the right fit to embark on this journey together.

Step 2

Discovery
Meeting

We'll gain deeper insight into your unique needs and aspirations, allowing our team to meticulously craft your tailored financial plan, offering valuable perspective and understanding along the way that empowers you to make informed decisions that help unlock your full financial potential.

Step 3

Plan Implementation

We’ll implement tailored strategies focused on your financial goals that often include tactics such as investments, budgeting, retirement plans, legacy planning, and more. Through the use of advanced scenario analysis and stress testing, we provide you with an understanding of how decisions today may shape your future.

Step 4

Monitoring & Review

We'll establish a meeting to regularly review and monitor your plan. This crucial aspect of our process empowers us to efficiently manage any shifts or developments in your life so that your plan remains effective and aligned with your evolving needs. 

All client journeys are unique, evolving as wealth grows. Each milestone adding potential relevant service layers to our tailored financial strategy, as illustrated below:

Launch
Accel
Maximize
Thrive


Launch
<$2M

Accel
$2-5M

Maximize
$5-10M

Thrive
$10M+

Assessment of Investment Objectives and Financial Goals




Budgeting and Cash Flow Management




Current Portfolio Evaluation




Creating an Investment Policy Statement (IPS)




Investment Program Implementation and Optimization




Performance Reporting and Attribution Analysis




Tax Alpha/Tax Loss Harvesting




Customized Strategies Across Public Investment Products




Real Estate Acquisition and Exit Planning




Employee Benefits Coordination and Planning




Income Tax Efficiency Analysis and Recommendations




Financing Options




Retirement Planning




Collaborative Suite of Tools for Client Account Integration and Monitoring




Risk Management and Insurance




Trust and Estate Planning




Separately Managed Account (SMA) Search and Evaluation




Private Financing Network




Customized Strategies Across an Extended List of Investment Products




Access to Full Non-Public Market Investment Options




Philanthropy and Charitable Gift Planning




Financial Education for Families




Coordination With Existing Client Partners (Accounting, Legal, etc.)




Annual Tax Planning Workbook




Partner-Level Planning Team




Need More Information?

We welcome the opportunity to speak with you.