Advanced Planning
The investment consulting process serves as our framework, but it is only the beginning. To ensure that your family’s most important financial issues are addressed as needed, we serve as your personal wealth manager.
As your personal wealth manager, we set the foundation of your financial house through the investment plan. Once this is in place, we address additional components of your financial picture as needed. With your wealth management plan to guide us, we focus on four broad areas of your financial life:
- Wealth Enhancement aims to produce the best possible investment returns consistent with your level of risk tolerance and to minimize the tax impact on those returns.
- Wealth Transfer intends to find and facilitate the most tax-efficient way to pass assets to succeeding generations, and to do so in a way that meets your wishes.
- Asset Protection is aimed at protecting your wealth against potential creditors, litigants, children’s spouses and potential ex-spouses.
- Charitable Gifting helps fulfill your charitable goals. It is most effective when coordinated with the three services above.
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