The only product that our firm sells to its clients is advice about their financial affairs. That guidance is continuous, all-inclusive, and readily available. We aim to be the primary source of advice for all our clients in every part of their financial lives.
We believe that the comprehensive nature of our work with clients makes it more valuable than the sum of its parts. Put simply, excellent advice that integrates the various aspects of a family’s financial life creates more value for the very reason that it weaves together all the different parts.
In addition to our own expertise, we work with a team of highly regarded professionals to get clients the guidance they require. For a single low fee, we provide all of the following services for our clients, as dictated by their individual needs and desires:
- Inventory and analysis of client’s current assets, liabilities, and investments
- Tax planning
- Identification of asset class under-exposure and over-exposure
- Discussion of appropriate asset allocations
- Estate planning and intergenerational wealth transfer
- Educational and college funding strategies
- Investment planning
- Debt management
- Retirement planning
- Management of assets during retirement
- Gifting and Charitable donations
In our experience, few families need help in all these areas. Most people, though, can derive tremendous gain from solid guidance in some of them.