When you retire, it is no longer a theoretical event. You need the financial ability to support the lifestyle you’ve worked hard to achieve. We can help you plan and make good decisions now to support your financial future. This is what we do.
We don’t see a need to take risks beyond those necessary to achieve your goals. We’re independent and therefore no one is telling us what to do. We find the best solution where it exists, and that’s different than the major houses. We also believe that a critical part of our job is educating our clients so that they become more informed consumers.
We complete a full analysis of your family resources, including income, portfolio holdings, pensions, social security projections and other income sources like real estate, trust assets, etc. We then do a gap analysis to determine how well your financial resources are positioned to generate the income you need to meet your retirement income goals.
We offer comprehensive investment consulting and wealth management for high net-worth individuals, families and institutions across the country and around the world. In addition to managing individual, corporate, profit-sharing, pension and trust accounts, we strategically coordinate the necessary resources to tackle the sophisticated issues facing our clients.