Wealth Strategy
Develop a strategy that tells your story – a story designed to care for the people you love. A story that uses your income and assets to create a legacy. A story that, when it comes to life, has the potential to maximize your happiness.
![Grandma, mom, and granddaughter happily bake cookies together.](/siteassets/images/_1.1-mastheads/3_wealth/landing-pages/multigenerational-baking-fun-800x580.jpg)
Our Approach
In building your wealth strategy, our role is to help you uncover and craft your story, empathetically coach you to success and address any challenges that could get in your way.
![Older couple laying on couch talkng with each other.](/siteassets/images/3_page-images/_782x440/couple-laying-on-couch-talking-to-each-other-small.jpg)
Simplicity
From family dynamics to an obscure tax system and an abundance of investment opportunities, wealth can result in complexity. We want to make matters simple.
Let us help you use your wealth in a way that aligns with your values and beliefs while balancing family integration and independence.
![couple smiling at each other on hike](/siteassets/images/3_page-images/inner-blocks/couple-smiling-at-each-other-on-hike.jpg)
Independence
Our advisors will work with you to design a plan to achieve your financial independence goals by:
- Capturing what makes you happy
- Determining when you want to stop working
- Building a savings, spending and investing plan to provide you sufficient assets to meet your goals
- Coaching you on the behaviors necessary to allow the plan to succeed
![Father and son on the couch having coffee and catching up with each other.](/siteassets/images/3_page-images/inner-blocks/family-dad-and-son-on-couch-drinking-coffee.jpg)
Legacy
If you have more assets and income than you need in your lifetime, you may have substantial assets remaining when you die. We will work with you to ensure your plan includes the story you want these assets to tell.
- Who do you want to provide for?
- How, based on your values and beliefs, do you want to provide for them?
- Who makes which decisions after you are gone?
- How can you minimize taxation (both transfer taxes and income taxes)?
Our Solutions
![Financial advisor meets with mature couple to discuss their retirement plans.](/siteassets/images/3_page-images/_782x440/advisor-meeting-with-mature-couple-782x440.jpg)
Retirement & Financial Planning
When it comes to your retirement, our primary goal is to help you achieve your financial objectives to live the life you've imagined. Our advisors work to help you attain your goals while acknowledging and managing unnecessary investment risks.
LEARN MORE Click here to learn more about Retirement & Financial Planning services.![Grandma, mom and baby relax on the couch together.](/siteassets/images/3_page-images/_782x440/grandma-mom-baby-laughing-782x440.jpg)
Estate Planning
A great estate plan should tell your story — the story you want told if you’re not around to tell it. Your story communicates who you care about, what you care about and what you believe. It is unique to you. Key questions to consider:
- What do you believe in?
- Who do you want to take care of?
- How do you want decisions made?
- How does my estate plan fit with my overall financial plan?
![Family says good morning to new baby.](/siteassets/images/3_page-images/_782x440/family-baby-morning-782x440.jpg)
Family Wealth Planning
If your financial plan indicates that you have more than necessary for a lifetime of financial independence, your wealth can be used now to create your legacy (what you want for your family) and social impact (what you want for charitable causes). A legacy plan should address several key questions:
- Based on how you built your wealth and your personal values and beliefs, how should your legacy assets be used?
- Who should benefit from the legacy assets and when?
- How do you ensure that the wealth is used only by the people you care about (and not creditors, predators and divorcing spouses)?
![Father and adult son discuss their future plans for their family business.](/siteassets/images/3_page-images/_782x440/father-son-business-plans-782x440.jpg)
Family Office Services
Our team of experienced professionals specializes in assisting ultra-high net worth families with individualized family office services designed to meet your family’s needs. Key areas of focus:
- Legacy and multigenerational planning
- Consolidated family investing strategy
- Tax planning
- Charitable giving
- Banking solutions
![Son is learning the business from his mother.](/siteassets/images/3_page-images/_782x440/family-son-taking-over-business-from-mother-small.jpg)
Business Succession Planning
As a multigenerational family business, we are especially attuned to the needs of business owners at every stage, from that initial creative spark to your retirement and beyond. Our experienced team of advisors will help you recognize and prepare a strategy for the inevitable transition of your business.
LEARN MORE Click here to learn more about business succession planning.![Grandma in the bathroom with granddaughter teaching her how to brush her teeth.](/siteassets/images/3_page-images/_782x440/family-grandma-teaching-granddaughter-to-brush-teeth-small.jpg)
Protecting Your Wealth
It’s easy to lose focus on the big picture when you have so many other priorities to manage – raising a family, building your career or growing your business. We’ll work with you to protect your wealth over the long term by understanding your net worth, the assets you own and the risks associated with them.
LEARN MORE Click here to learn more about protecting your wealth.We can also help you with...
![Young couple meets with a financial advisor at their office.](/siteassets/images/_1.1-mastheads/3_wealth/landing-pages/meeting-with-advisor-sunny-day-782x440.jpg)
Private Banking
Get the most from your relationship with us. As a private banking client, you’ll have solutions designed for your unique lifestyle and future plans.
Learn More about Private Banking.This website may contain concepts that have legal, accounting, tax, and investment implications. It is not intended to provide legal, accounting, or tax advice and is not a recommendation to buy or sell any investment.
Related Resources
![hands at computer showing market performance](/siteassets/images/3_page-images/992x558/investment-commentary-category-image--992x558.jpg)
The Power of Narratives to Drive the Market
From the 2024 presidential election to the Taylor Swift Economy, CIO Dominic Ceci, CFA shares the current narratives that may continue to drive discussions and behaviors throughout 2024.
READ MORE about our latest investment commentary by Brian Andrew.![brain limbic system](/siteassets/images/3_page-images/992x558/brain-limbic-system-992x558.jpg)
How Our Brains Sabotage Our Financial Planning – and What to Do about It
While financial planning never feels that simple, at its heart, in its soul, that is what it is: A strategy to maximize happiness.
READ MORE Click here to read more about how our brain can sabotage financial planning.Your Trusted Partner for Life's Biggest Moments
No matter what financial needs you may have, we're here for you. Our experienced advisors work closely with you to build the right path to help you achieve your goals.
FIND AN ADVISOR