Managing wealth isn’t simply about acquiring assets. It’s about you. That’s why our services focus on you: discovering and achieving what matters to you; providing distinct solutions to address the financial complexities in your life, and keeping those solutions relevant for you over time. Building an ongoing relationship with you is integral to all that we do:

  • Discovery — Before any planning takes place, we discover what’s important to you.
  • Analysis — I will consider your current course of action in relation to your goals and possible alternatives.
  • Advice — I will develop and present recommendations.
  • Regular Progress — Through targeted strategy, we seek to enhance your wealth and your life.

Investing time to build our relationship with you is time well spent.

We work with you to develop a customized spend-down plan that protects your wealth from excessive taxes and that comes into play when you retire and are no longer earning income. This sets up the next phase of retirement, when you begin taking required minimum distributions (RMDs) from retirement accounts. The detailed planning we provide can achieve significant savings for you, your family and your legacy plans.