With “wealth management” quickly becoming a cliche and a marketing tool used by the brokerage, banking, and insurance industries, our firm is centered on a fiduciary model that requires a detailed and ongoing understanding of our clients. Our investment approach is grounded in thorough planning and uses an institutional asset management process applied to each individual high net worth investor. Our methods work for our clients – they produce high net returns relative to acceptable risk.

Planning & Comprehensive Advisory Services

  • Balance sheet & cash flow projections
  • Debt & liability management
  • Option & restricted stock strategies
  • Risk management & asset structuring

Investment Management

  • Independent portfolio reviews
  • Investment policy definition
  • Institutional asset management
  • Concentrated position management
  • Hedge fund & private equity due diligence & monitoring
  • Socially responsible investing
  • AIMR compliant reporting
  • Portfolio rebalancing
  • Active 401(k) recommendations

Tax Management

  • Loss harvesting
  • Tax effective charitable giving & gifting
  • Retirement & qualified plan strategies