Wealth Management Services

We offer CPA advised wealth management. This comprehensive service is inclusive of all the major relevant financial strategies in any specific financial plan integrated with an entity or individual’s tax plan. The integration of these two worlds provides additional value to the plan. In the investment management strategy, net of tax return is a focus. In the planning process we seek tax-leveraged strategies to squeeze the most from the opportunity set the plan has. We offer a diverse set of solutions to provide the needs of the plan. We will team with other professionals to meet the needs of our clients. Our services include the resources of an extensive network of experts dedicated to their particular specialty. This allows us to stay client centric and not have to be the expert in every matter that is important to our clients, rather we make sure the capabilities needed for our clients are part of our team and we provide the seamless integration of this to our client’s plan.

Affluent Families

This kind of family has need of a comprehensive financial office partnership to enable the successful execution of multi-generational goals, through maintenance of multi entity strategies overlaid onto a wealth management platform with oversight administration and accounting balanced with each family member’s beneficiaries’ individual needs.

  • Integrated Tax and Estate Planning
  • Transfer Strategies
  • Beneficiary Planning and Management

Motivated Individuals/Couples

Seeking a sustainable income solution and a comprehensive plan to ensure desired promises are met, legacies are set and tax bite is minimized.

  • Financial and Tax Strategies Integrated
  • Personal CFO approach to adapt strategy
  • Structure Process to keep plans on track