Our Solutions
The advice we provide our clients is objective.
The recommendations we make are customized and comprehensive. It all begins by getting to know you. We identify and map all of your assets and liabilities. However, the plan we build for you extends beyond your wealth – it is a pathway towards your goals, driven by your values.
01
01overview
- In addition to our core service of financial planning, we look to provide investment management solutions specifically tailored to your risk. The recommendations we make are customized and comprehensive. It all begins by getting to know you. We identify and map all of your assets and liabilities. However, the plan we build for you extends beyond your wealth – it is a pathway towards your goals, driven by your values, parameters, timeline, and long-term objectives.
- We also provide solutions particular to the needs of businesses and organizations, including endowments and foundations.
- Because we are independent, we can access best-in-class products and services, including banking and lending solutions, from a wide variety of resource partners.
02
our solutionsSome of the solutions we provide
to our clients include:
- Charitable giving
- Education planning
- Employee stock and benefit plans
- Estate planning
- Financial planning
- Intergenerational transfers of wealth
- Liquidity management
- Portfolio management activities
- Retirement planning
- Tax strategies
- Business succession
- Cash flow management
- Lending strategies
- Hedging and monetization strategies
- Liquidity event management
- Tax strategies
- Employee stock and benefit plans
