Four Cornerstones of Wealth

We guide and counsel our clients through the accumulation, protection, and distribution stages of wealth by addressing the four cornerstones of wealth. Each cornerstone sets the foundation for an array of subjects, too numerous to list, but which include:

Investment Management

Managing Portfolio Risk
Tax-aware Investment Strategies
Retirement Income Strategies
Alternative Investments
Real Estate, Private Equity & Other Unique Assets

Borrowing & Liability Management

Secured Lines of Credit
Education Financing
Business Financing
Specialty Financing

Non-Portfolio Risk Management

Life Insurance for Protection of Family
Life Insurance for Business Succession
Health, Disability and Long-Term Care Insurance
Property & Casualty Insurance
Personal Liability Insurance
Business & Professional Liability Insurance

Estate Planning & Fiduciary Services

Legacy Planning with Wills and Trust
Estate, Gift and Generation-Skipping Tax Planning
Titling & Beneficiary Designations
Powers of Attorney, Living Wills, Healthcare Powers
Charitable Giving Strategies
Planning for Business Intrest and Illiquid Assets

Discipline & Planning
Maintaining discipline and focus on our goals-based planning process minimizes external distractions and behavioral biases that can lead clients and advisors alike to make poor financial decisions. No one is right all the time; however, we believe our planning process will result in more predictable outcomes with fewer surprises.