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.