Our Services

Family Stewardship encompasses all aspects of providing for yourself and your family during your lifetime and afterward.

We work with you to prioritize your family goals, create financial strategies to address those goals and implement considered, concrete actions to help you reach them. It is a personalized, ongoing process that may cover many years or even decades as your family grows and as your needs change.

A comprehensive approach to examining your family’s total financial picture, Family Stewardship focuses on:

• Planning for your lifetime needs
• Protecting and growing your assets
• Developing a legacy for your heirs and charity

Your financial position is unique, and you deserve the attention of knowledgeable, experienced professionals who meet with you and your family to listen to your needs and goals. We provide information, resources and timely updates on your progress toward attaining your goals.

Our team brings together the wisdom of experience and the creative energy of youth in support of families who trust us to manage multiple generations of their wealth.

As life expectancies have risen, providing for both growing kids and aging parents has become a key issue. We participate in ongoing training on cognitive impairment, so we can work with the next generation to ensure that the best decisions are made for elderly parents while working to address the issues of all family members.

We coach families through decisions in all stages of life, from college savings, to buying a home, through divorce, through aging parents and enjoying retirement.

We are always available—whatever the hour— to listen to concerns and issues that come up every day, week and year. Constant communication is the foundation of all our partnerships.