facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Comprehensive Wealth Management

Investment Management

As a fiduciary financial advisor, our objectives are always aligned with yours.

We never receive a commission for any investment we recommend and we consistently look for the best solutions for your investment needs. Our approach is to make sure your investments are working for you while proactively monitoring the market to stay ahead of the curve.  

Our goal is to give you peace of mind, knowing that your investments are in good hands.

Retirement Planning

Our team can help you create a retirement plan with the goal of providing a sustainable, predictable, tax-efficient stream of income based on your age, goals, and expectations of retirement. Understanding your goals today helps create plans that maximize your returns, optimize your investments, and achieve the success you desire. 

Common questions we receive from clients:

  • When can I retire?
  • What is the best way to pay for my children’s education?
  • What is an appropriate withdrawal rate when I retire?
  • How much can I expect to leave my heirs?

Tax Planning

Tax planning should be an integral part of your overall wealth management strategy.  Effective strategies can help reduce your tax burden and optimize your income, allowing you to maximize and efficiently transfer wealth to your loved ones and charities.

Our integrated approach of comprehensive tax planning enables a multi-faceted strategy that can help minimize your tax liabilities and provide proactive investing solutions on your journey to achieve your goals.  Our clients include individuals, families, business owners, executives, and medical professionals.  

We offer the following tax services:

  • Proactive tax analysis to identify areas of tax savings
  • Federal, state, and local tax compliance
  • Tax-efficient gifts and donor-advised funds
  • Multi-state strategies
  • 401(k) and IRA plan optimization and distribution strategies

Insurance Planning

Insurance is an important element of any financial strategy. 

We can help you create a plan that protects and preserves your wealth using life insurance, disability insurance, and/or long-term care insurance. As an independent advisor, we are not tethered to any carrier, so we can negotiate with the top carriers to get the most competitive rate.  

Common questions we receive:

  • What type of insurance policy is appropriate?
  • How much insurance do I need?
  • Do I want to incorporate insurance into my estate plan?