Business Owners & Entrepreneurs

Between managing employees, building client relationships, and maintaining the quality of your products or services, growing a business is a demanding task.

It’s easy to be swept up in the day-to-day management of your business and lose sight of financial planning considerations that may lead to growth.  We can help create a financial foundation that aims to care for your key employees and executives and reduce the impact of an unexpected loss.

When it’s time to pass the torch and leave your business, we’ll be here to plan your business succession and exit strategy to help ease the transition into life after work.

 

Affluent Families

Through the decades of working with families like yours, we have gained the insight and understanding to earn the trust of some of the wealthiest families in the region.  Getting to know you personally plays an essential role in how our team addresses your needs.  We become familiar with you and your life, not just your financial assets, to offer you the solutions that are most appropriate for your unique situation. 

We will help coordinate all aspects of your financial life so you can focus on what’s most important to you.  We have the time, attention, and expertise to address every dimension of managing your wealth - now and for generations to come. 

 

Institutions

We have an experienced team dedicated to the needs of Pensions, Endowments and Foundations, Non-Profits, and 401(k)s. Our competitive difference lies in our ability to manage risk prudently, to proactively allocate assets in changing market conditions, and communicate the best practices learned over years of experience in the non-profit space.

Our unique combination of commitment, resources, and expertise can help your organization achieve its investment objectives.


Ready to get started?

Contact us to start building a financial plan that fits your current life stage.