Institutional Services. Personal Relationships.
Our clients’ balance sheets are often complex, and require more sophisticated analysis and advice encompassing different assets and diverse needs.
Advice to Help you Succeed
You have unique and meaningful goals. Assets are simply a means to help you accomplish your hopes and dreams in life. We spend the time to understand your dreams and work diligently to help make them come true.
Personal Wealth Management
We look across your life – now, and the one you want lead in the future. Then we apply both advanced technology and our institutional experience to a create a custom plan that serves as a living document for growing your wealth.
We help with:
- Retirement & Education Planning
- Investment Management
- Unique Family Planning Situations
- Preliminary Tax & Estate Planning
- Debt Analysis & Recommendations
- Cash Flow & Liquidity Planning
- Risk Management & Insurance Analysis
- Real Estate & Private Equity Analysis
- Business Analysis
Coordination of Your Advisors
Most clients view us as their personal CFO, or as the quarterback of their financial team. We are typically the most knowledgeable of your overall situation, and can help coordinate your other advisors so your financial plan is optimized and efficient.
Tax and Estate planning are an integral part of the plan we create for you. However, we are not tax advisors or attorneys.
Therefore, we work closely with your CPA and legal counsel to create advantageous tax conditions that can fund your financial plan.
“Good investment returns can be negated without proper financial planning.”
– GWEN HENSON, CFP | DIRECTOR OF FINANCIAL PLANNING
In addition to more traditional wealth management tools, we provide services on privately held investments to incorporate these assets into our anlaysis and projections of your overall wealth plan.
Business Advisory Services
We recognize that business owners have unique goals, and their personal wealth overlaps their business interests. We also realize that personal wealth overlaps with wealth accumulated from business ownership and other private investments. We use our advanced planning tools alongside multiple valuation models to integrate the two into a unified and meaningful financial plan.
- Proprietary Business Valuation Models
- Business Succession, Exit Strategies and Family Transfer Planning
- Selling/Acquisition Consulting
- Liquidity Management
- Retirement Planning
Private Real Estate Analysis
We provide analysis services to help you understand if your real estate holdings are performing to their expectations, and will provide guidance on what to do next. We use a variety of models to provide in-depth cash flow and valuation analysis of your real estate holdings so your decision-making process is more informed and better integrated into your overall financial picture.
Private Equity & Private Debt Analysis
Our investment analysis isn’t limited to the public markets – we realize that private investments can provide unique advantages and differentiated return streams. The problem for many advisors is incorporating them into a comprehensive wealth plan. We have developed proprietary models that allow us to look across all your investments, provide advice and guidance, and place them into a working plan from and investment, tax and estate planning perspective.
Let us help you gain confidence for what’s next.