Designed for clients with investable assets up to $10m
Our process is designed to address every area of wealth management, from investment consulting, to advanced planning, to relationship management. The result is a plan specifically tailored to your goals, as well as ongoing advice, due diligence, and collaboration with other expert professionals to help simplify your financial life.
Structure a customized portfolio in accordance with client's financial plan and cash flow needs.
Ensure that client's investment plan is tax-efficient, and address other critical areas such as wealth transfer, wealth protection, and charitable giving.
Focus on developing collaborative, cross-generational relationships with clients and other professional advisors.