Everyone wants his or her money to grow. But how to make it happen is unique to you. You may be comfortable with a more conservative approach, preferring to see your money grow slowly over time. Or perhaps you're looking for a comfortable balance of risk and return. We understand and respect the fact that every client has different investment goals and styles. So we create a personalized, tailored plan that suits your needs now, and adjusts over time along with your changing circumstances.
A wealthy couple came to us looking for assistance in managing a portion of their investments. We discovered that they needed to better organize their many personal and business financial interests. We prepared a Net Worth Statement to give these clients a clear snapshot of their financial situation and arranged for them to meet with an Estate Planning Attorney in order to develop a focused Estate Plan. We then consolidated and coordinated the rest of their investments. Today, in addition to managing their investments, we also manage a trust account that will benefit their children.