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Wealth Management

Wealth Management

Knowing that there is “more to life than money” is a cliché we embrace because it is through systematically giving back that those who find meaning in charitable pursuits can affect a lasting and notable impact on the world. We work with our clients to develop complimentary charitable plans that allow you to find more opportunities to be the philanthropist that you have always envisioned.

One of the key principles of sound investment management is based on the premise that if your money is not being put to work, ultimately you are working twice as hard to retain that wealth. It is our experience that investment planning is only as successful as its methodology. With this in mind, we integrate numerous financial planning tools and applications that allow our interface with clients to be seamless, accessible, directive and collaborative. We create a personalized investment policy statement and subsequent strategy to align with your path’s direction.

Our wealth management services include:

  • Analysis of risk tolerance
  • Assessment of current portfolio effectiveness
  • Creation of an investment policy statement
  • Analysis of resource availability
  • Analysis of estate gifting and sustainability
  • Diversification plan for current and future resources
  • Reporting and monitoring protocol
  • Guaranteed income strategies