The essence of stewardship is the careful and responsible management of something entrusted to one's care. As wealth stewards, we work with you to address the full range of financial issues you face and to plan for your future and the legacy you want to leave. This encompasses three primary areas:
1. Investment Consulting
Once we understand your specific needs, circumstances and values through our intensive discovery process, we work with you to develop a customized investment plan. We recommend an appropriate asset allocation tailored to meeting your goals and we educate you about the range of investment options. We then identify the right money managers to be part of your wealth team.
2. Advanced Planning
Your investment plan focuses on choosing the right investments for your situation. Advanced planning looks at the life you want to live and the legacy you want to leave behind. We develop strategies for building, protecting and transferring wealth and minimizing taxes. This includes incorporating estate planning, insurance, asset protection and charitable giving techniques in order to provide a comprehensive plan that addresses your major financial concerns.
3. Relationship Management
We believe in the importance of building a deep relationship with you as well as with your other advisors. That means we continue to work closely with you and your team to implement and revise your wealth plan as needed. By listening and understanding your needs, we are able to guide you in assembling the right experts for you (including accountants, attorneys, and others) and manage them to ensure everyone is working together in your best interests.