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

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

Global Trade and Other Impacts on the U.S. Dollar

With the continuing outlook for the U.S. economy generally optimistic, focus has turned to changes coming from the next administration, such as potential reductions in taxes and regulations. Concerns have begun to surface about rising national debt and deficit spending, while the U.S. dollar also faces risks from "de-dollarization" due to geopolitical tensions. In this post we cover an outlook for the U.S. dollar and its position among world currencies.

4 days ago

Investment Perspectives

Client Symposium Replay: Investment Panel Discussion

The investment panel discussion video and accompanying materials from our Fall Client Symposium event are now available for viewing. The panelists covered questions about U.S. fiscal and monetary policy, inflation, the election, and an analysis of the global equity markets and fixed income opportunities.

Wealth Planning

Timely Tax Planning Techniques for 2024

With less than a month left in the 2024 tax year, we wanted to highlight timeless tax planning techniques that can help reduce taxes and potentially improve after-tax investment returns. In this post we share some of the strategies that our advisory team considers as we help clients optimize the tax-efficiency of their overall planning in addition to our portfolio management on their behalf throughout the tax year.