SERVICES OFFERED
LET US SHOW YOU HOW WE CAN HELP YOU
FINANCIAL PLANNING
Provides comprehensive and tailored financial planning services using a holistic approach.
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Works with other financial and legal professionals on a collaborative basis to create a team approach to clients' financial and risk management.
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Aims to guide clients toward achieving their life and financial goals through knowledge, discipline, structure and accountability.
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Reviews assumptions and related inputs, then presents findings, and together with client determine a course of action.
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Views financial planning as a long-term investment with enduring rewards.
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Encourages clients to perceive their financial journey as a marathon rather than a sprint.
DIVORCE FINANCIAL PLANNING
Works in tandem with other divorce professionals client has engaged in a collaborative process. Such professionals may include family attorneys, forensic accountants and mediators.
Offers financial mediation services to both spouses to help assist with areas such as asset division, child and spousal support, insurance, tax planning, and estate planning. Read more HERE.
Assists clients with their finances through all stages of divorce, from pre-planning to post-divorce.
Provides a range of services including investment management, financial consulting, tax planning, and financial planning to either spouse.
Shares insights gained from working with divorced clients for over 20 years.
investment MANAGEMENT
Grounds investment philosophy in principles like asset allocation, low-cost investing, global exposure, and tax-efficiency.
Believes there is no one size fits-all investment strategy; however given the efficiency and risk premiums of the global equities markets that investing across asset classes and staying discplined are keys to long-term growth.
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Customizes portfolios based on time horizon, risk tolerance, liquidity, and financial experiences.
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Uses institutions like Charles Schwab as custodians, in order for us to not have direct control over client assets.
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Requires client consent for money movement. Trading is non-discretionary as directed by an Investment Policy Statement (IPS).
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Stresses clear goals, risk tolerance, and investment time horizon in portfolio construction.
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Charitable Planning
Collaborates seamlessly with a network of professionals in the charitable planning and gifting arenas, including tax experts, legal advisors, and financial specialists.
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Guides clients through every phase of the philanthropic journey, from initial planning to ongoing support, offering a comprehensive suite of services.
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Delivers a broad spectrum of expertise, covering areas such as donor-advised funds, private foundations, and direct giving.
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Leverage over two decades of experience working with individuals in the complex landscape of charitable planning and gifting, providing valuable insights to inform and optimize your philanthropic decisions.
Life insurance & annuities
Provides objective, tailored life insurance and annuity solutions as part of a comprehensive financial strategy.
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Integrates life insurance and annuities as key tools to support long-term goals, income stability, and peace of mind throughout all life stages.
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Works collaboratively with clients and their trusted team of professionals—including estate attorneys, tax advisors, and financial specialists—to design protection and income strategies that support wealth preservation and legacy planning.​
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​Advises clients on the strategic advantages of key person insurance and buy-sell agreements to protect business continuity, secure ownership transitions, and mitigate financial risk.​​​
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Advises on 1035 exchanges that allow a policy owner to transfer one insurance policy or annuity product in a like-kind exchange without triggering tax on any investment gains associated with the original contract.
ALTERNATIVE INVESTMENTS
Provides due diligence on private investments (direct and funds) including real estate, venture capital, private equity and private companies.
Introduces alternative investments to accredited and qualified clients based on their liquidity, prior experience with alternatives, risk tolerance and other factors.
Offers ongoing reporting and review of such investments where applicable.