What We Do *

Investment Philosophy

Our investment philosophy is very simple: we use multiple asset classes to meet your investment objectives. This is not a get-rich-quick strategy or a "hot-tip" investment product. Instead, we employ a disciplined process that sophisticated institutional investors have followed for decades in managing their investments.

Estate Planning

It is a too little known fact that your IRA and 401(k) beneficiary designation forms trump wills and trusts that you may have in place. Generally, one of the first things we do with new clients is to help gather copies of and review their beneficiary designation forms on all investment accounts. Most people are very surprised to see where their money would go if they died.

Advisor Trust Services

Many clients have created one or more trusts as part of their estate plan and as a means of ensuring that the wealth they have created passes how and to whom they choose. Essential to the operation of these trusts and ultimately to their success of meeting client goals are two key factors: the selection of an appropriate trustee and ongoing, appropriate management of investment assets in the trust.

Retirement Income

Most investors do not know how much money they will need for retirement or financial security later in life. Such lack of awareness is a paradox because this target number is such a critical variable when planning for retirement.

Tax Planning

Like many successful professionals, you may believe that you have an estate plan in place, but chances are what might be your single largest asset, your retirement account, may be exposed to significant taxation.

401k/IRA Rollovers

Today is the first day of the rest of your life. You are about to retire or just retired or left one company to join another, or perhaps have been downsized. Now what? For many, your 401(k) distribution could be the single biggest check of your life.

* Please Note: The scope of any financial planning and/or consulting services to be provided depends upon the needs of the client and the terms of the engagement. We do not serve as an attorney, accountant, or insurance agent, and no portion of our services should be construed as same. Accordingly, we do not prepare estate planning document or tax returns, nor sell insurance products.