Broker Check

Services Provided

Foundation & Endowment Guidance

Comprehensive Financial Planning

Investment Consulting

Advanced Investment Analytics

Alternative Investments

Donor Advised Funds

Single-Stock Risk Management

Trust Services

Engagement with Board & Committees

ESG Screening

Advocacy with Local Presence

Portfolio Management

Portfolio Management

We work with you and your family to explore an investment portfolio that takes into consideration your goals, time horizon, and risk tolerance.

Retirement Strategies

Retirement Strategies

What money are you prepared to spend first in retirement? A strategy based on your income sources may help you decide. The good news is you won't have to do it alone.

Risk Management

Risk Management

We'll help you discover which risks to transfer to an insurance company and which risks can you manage yourself.

Estate Strategies

Estate Strategies

An estate strategy involves more than updating key documents. Let's build a strategy to protect your legacy with a comprehensive estate strategy.

Life Insurance

Life Insurance

Life insurance is a key risk-management tool that can help you pursue your financial dreams while protecting the ones you love.

High Net Worth Clients

High Net Worth Clients

As your assets increase, you may require more sophisticated financial strategies to help manage your net worth. We offer tailored financial services for high-net-worth and ultra-high-net-worth individuals.

Charitable Giving/ Legacy Planning

Charitable Giving/ Legacy Planning

We can help you create a legacy that makes a lasting impact through charitable giving and estate strategies.

Education Strategies

Education Strategies

With some preparation, we can develop an approach that can help you manage the cost of education for your children.

Social Security Strategies

Social Security Strategies

Social Security can play a key role in your overall retirement strategy. We'll work together to build a customized Social Security strategy.