with a coffee.
We can’t properly build a financial plan without getting to know you first. Strategic and effective financial plans aren’t created with pre-set packages, boiler plate strategies or generic products. They are built on a foundation of understanding. We listen, we analyze, we execute, we monitor and we report to YOU.
Our Integrated Planning Solution
Our office is rooted in the ability to assist clients through a Family Office approach. To that end we have formalized what we now call the IP 360°TM Approach. Simply put, we take a complete “360°” look at all that encompasses your personal and corporate financial matters.
Your team of expert wealth advisors work to accurately assess your needs and goals. We’ll deliver a comprehensive, easy-to-follow financial plan that works towards your specific needs.
Your team will integrate:
- Your lifestyle and personal goals, giving you peace of mind that your financial plan will provide the resources you need to live the life you want.
- Corporate Strategies, including professional advice on corporations, trusts, corporate governance, exit planning and estate planning.
- Tax Strategies: planning that addresses the realities of taxation and stays on top of the ever-changing tax landscape.
- Wealth Management and Investments: Applying an institutional approach to investing with a prudent and highly disciplined process to stock selection, asset allocation, and risk management.
- Estate Planning: guiding business owners in navigating the sale or transferring of ownership of a company, philanthropic giving, and passing their estate onto the next generation.
Addressing each segment of IP 360°TM approach provides a financial life plan to assure you that you have the resources needed to live the lifestyle you want – isn’t that the purpose of your Wealth Advisor.