Our core competency is helping our clients build and manage durable wealth management plans. First, we’ll help assess your situation and define your goals. Then, we’ll establish a customized investment plan. We build customized strategies for each client, maintaining our commitment to providing a high level of client service.
We believe that high-net-worth clients need a stable foundation of professional relationships that handle investments, tax, trusts, and estate needs. As part of our service structure, we will coordinate frequently with clients’ estate planning and tax professionals. We also help many clients manage through single-stock concentration risk. Many of our client portfolios are focused on identifying opportunities for cash-flow, growing businesses rather than sector bets and trading strategies.