Services

Our mission is to provide investment advisory, wealth management and institutional services to a broad range of individuals, families and businesses, including:

Retirement Planning: reviewing, setting up and managing Traditional, Rollover, ROTH, SEP and SIMPLE IRA accounts, as well as 401(k), 403(b), Profit Sharing and Defined Benefit Plans

Stock Options: advising on timing and how to exercise options tax-efficiently, as well as structuring hedging and income strategies

Liquidity: ensuring proper cash flow management for personal and business needs

Investments: creating and managing custom portfolios that include stocks, bonds, mutual funds, ETFs, hedge funds and private equity deals

Insurance: reviewing and recommending coverage for life, health, disability, long-term care and buy-sell agreements

Education: advising and setting up 529 plans, UTMA accounts, gifting strategies and student loans

Tax Planning: creating and managing tax-efficient investment strategies and working with your accountants to help reduce your tax liability

Estate Planning: strategizing on wills, trusts and other advanced planning strategies and collaborating with your attorney on execution

Philanthropy: facilitating and advising on charitable giving strategies and the creation of private foundations

We believe that preserving what a family has amassed is the primary concern. We only recommend experienced investment managers with a strict adherence to risk management and proven track records of superior risk adjusted returns. We also regularly assess the risks that may impact the sustainability of the goals and desired financial outcomes of the family.

Investment Experience

Our Financial Advisors have experience in a wide range of client situations. They have the expertise and skills to understand your needs and, together, with the appropriate departmental professionals will help develop a comprehensive plan designed for you.

Independence

Our independence provides us the freedom to offer objective advice. With access to a full range of traditional and non-traditional investment products and services, we are committed to developing a strategy that is in your best interest.

Entrepreneurial Culture

We think ahead. Flexibility, short lines of communication and access to experts result in decisive action and tailored responses that are designed to help meet your unique financial goals and objectives.

Personal Relationship

We sit on the same side of the table as our clients and provide advice based on a deep understanding of their needs. Creating long-term relationships that are built on trust is our ultimate goal.