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Individual Wealth Management & Planning

How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Beyond investing, we take into consideration the specialized issues that impact your financial picture, and build a plan to address them together.

Our approach includes:

  • Learn more about your unique objectives and preferences.
  • Plan your wealth strategy and investment approach to reach your goals.
  • Create a tax-efficient portfolio based on your risk tolerance.
  • Obtain the services of white glove providers who can assist with specialized financial planning.
  • Make sure you consult your tax attorney, estate planning professional, and others who have a significant impact on your financial life.
  • Maintain regular contact with you and review your situation as we anticipate and address new issues.
  • Be your go-to source for all matters related to finance.


eMoney Advisor

eMoney Advisor

eMoney Advisor provides a full-view of your entire financial picture, not just the assets a financial planning team may manage. We can organize and consolidate all of your financial accounts to get a full-picture of your finances. Assets are summarized daily so you can see what’s working and what may need adjusted. You can also create a budget and track spending and cash flow. 24/7 online access and automatic alerts keep you up-to-date on any changes.

For more information about our firm and how we might be able to help you, fill in the form below to send us an email. We would welcome the opportunity to speak with you.