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Who we are

Wealth Management and Planning

After 35 years in the investment business, we have what we believe to be a fitting and descriptive explanation of wealth management. It is that partnership that encompasses a wide spectrum of your current and future financial circumstances, and is part of your total financial life.

  • You should have a specific financial plan that shows what you have now, what you hope or strive to achieve financially, and how you expect to accomplish this.
  • You should have a game plan for the management of those assets. Will they be professionally managed or will you make complex investment decisions yourself?
  • You should understand the range of financial needs for you and your family in your older age, and incorporate financial planning and asset management to provide you with the financial resources you will require.

Wealth management, for us, incorporates all of the above disciplines into an art form. It is the most personal aspect of this entire financial business. It is considering alternatives for lifestyle, health, and wealth.

In our practice, we have worked on behalf of clients and their families in many ways:

  • Counseled on alternative business and personal financial solutions.
  • Arbitrated family disputes, and been the coach between or among family members on issues of health, business transition, and disfunctioning relatives.
  • Secured mortgages, arranged for the sale and purchase of real estate, defined the type of trust(s) needed, and recommended professional, legal, and accounting services or supervised in the completion of those services.
  • Arranged for, set up and managed off-shore accounts.
  • Counseled clients on business succession, and been the successful ballast between clients in the midst of divorce, providing them with 12-step personal and financial input.

You may be a young dynamic entrepreneur or winding down your career, may own a yacht or a farm, or have conventional or unconventional money traits. To assist and guide you is an art…the art of wealth management. Our years of experience allow us to help you resolve numerous issues quickly and efficiently, many as complimentary services. Through the art of wealth management, you too can achieve much of what you desire.