Personal Wealth Management

Lasting financial success that spans generations requires access to an array of wealth management services. Our integrated approach begins by learning everything that pertains to your specific financial situation, and at a broader level, understanding the things that matter most to you.

Once we build a deep and rounded understanding of the future you want for yourself and your family, we draw on the breadth of our financial planning expertise to build a strategy that gets you there.

Investment Solutions

Our wealth planning expertise includes:

Financial Scenario Planning
Specific Goal Planning
Tax Planning Strategies
Estate and Legacy Plans
Charitable and Philanthropic Gifting
Risk Management Referrals

Your Customized Investment Strategy

Investment management is central to how we help you achieve financial independence and peace of mind. Together, we will create an overarching strategy and build an appropriate asset allocation based on your risk tolerance and long-term objectives. First, we need to understand what you need from your portfolio to support your financial goals and how comfortable you are with investment risk. Then we’ll dig into loss and volatility thresholds, investment preferences, opportunities for private investments, preferences for values-based investing, and more.

Once we have an appropriate investment plan for you, we create an Investment Policy Statement, with an outline of expectations and guidelines for managing the portfolio, that lays a foundation for success.

Communicating Early and Often

As a client, we meet with you regularly to review your plan and progress, revisit and reaffirm your goals and financial situation, and discuss any necessary adjustments to your portfolio and broader integrated financial plan. In the meantime, we will review your investments regularly and you will receive quarterly reporting about your portfolio, along with other communications with our thoughts on market-relevant news. Our promise is that we will always communicate honestly. You are hiring us to give you our advice, and we take that seriously. We enjoy providing as much information and education as you would like, while also letting you sleep at night knowing that we’ve got your investment decisions covered.

Our Story

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Helpful Insights

Investment Perspectives

First Quarter 2025 Recap: Investment Commentary Summary

In this condensed summary of our quarterly investment commentary, we cover a review of the markets, which were tested in the first months of 2025 as tariff announcements and renewed trade tensions sparked a sharp pullback in U.S. stocks. Despite the headlines, not all areas of the market moved in unison—foreign stocks and high-quality bonds posted gains, reinforcing the value of a diversified approach. This summary also covers the evolving impact of global trade policy, implications for inflation and Federal Reserve policy, and why staying disciplined during times of uncertainty is key to long-term success.

5 days ago

Investment Perspectives

First Quarter 2025 Investment Commentary

Markets were tested in these first months of 2025, as tariff announcements and renewed trade tensions sparked a sharp pullback in U.S. stocks. Despite the headlines, not all areas of the market moved in unison—foreign stocks and high-quality bonds posted gains, reinforcing the value of a diversified approach. In this quarter’s commentary, we explore the evolving impact of global trade policy, the implications for inflation and Federal Reserve policy, and why staying disciplined during times of uncertainty is key to long-term success.

5 days ago

Investment Perspectives

“Liberation Day” Volatility

President Trump shocked global investors on April 2 by announcing a comprehensive set of much higher than expected tariffs. In response to Trump’s announcement, global equity markets suffered sharp declines. In this post we review the announcements, reactions, and our expectations going forward. Please note that we also plan to cover the events and impacts of “Liberation Day” in more detail within our upcoming First Quarter Investment Commentary.