Our Services
Servant leadership and transparency is our promise in helping to guide you in every step of your long-term financial planning needs, desires, and complexities.
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Investment management
We rely on our dedicated team of bond experts to select our individual bonds for our bond allocations. We rely on our dedicated equity analyst team to help us select our individual stock allocation. We invest in Exchange Traded Funds (ETF’s) and only a few Mutual Funds. We’re all about minimizing fees and maximizing risk adjusted and tax conscious returns.
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Financial planning
This is an area we love. Planning is where an advisor can make the biggest impact or let you down. Money without a purpose is like running without breathing. Eventually it doesn’t work.
Our proven process analyzes 193 data points about you to ensure we understand exactly what brings you want out of life. The financial plans is just a vehicle to deliver that. -
tax planning
Our use of individual stocks and bonds, accompanied by our ETFs, allows us to have near total control over your taxes. We work closely with your trusted CPA to understand what role your investments need to play in your tax strategy. We meet once a year with your CPA to provide our own expertise and insights and to understand what changes (if any) need to be made to the overall strategy.
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phlanthropy & legacy planning
For our higher net worth clients, we work to help you determine what charitbale impact you desire to make, and the best ways to support those efforts in also helping to mitigage your taxes.
Our dedicate Philanthropy Strategy team works closely with your Estate Planner to ensure all areas are considered before making the charitable donation.
ULTRA HIGH NET WORTH INDIVIDUALS & FAMILIES
private investments
Access to bespoke and off market investment opportunities.
private banking
Banking & lending solutions available for your private wealth needs.
family governance
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trust services
Full trustee services to include your delegation or Management of Trust Assets.
family governance
A guide to establish clear structures, values & decision-making processes to ensure harmony across generations.
liquidity & exit planning
Guidance & expertise on growing your business, selling your business, or access to financing for a new venture.
risk management
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BUSINESS OWNERS
Businesses are created to provide income for you and your family and to maximize the value of the business itself. Liquidating that equity and managing the expectations of the next generation are conversations that our clients look to us for help with.
PROFESSIONAL ATHLETES
Athletes are some of the most disciplined people in society. Structure is important to your success. Trusting others for guidance is another commonality of athletes. Learning how to trust yourself, improve your knowledge, and align your priorities with your wealth are conversations that our clients look to us for help with.
INDIVIDUALS & FAMILIES
Building retirement assets, understanding taxes, minimizing risks, and focusing on legacy and philanthropic strategies are common conversations we lead our clients through. Most important, we help our clients to understand their own personal motivators and fears so we can help to unlock restrictive financial cycles.
