Our Relationships
Our clientele comprises long-term investors with diverse backgrounds. This includes retirees managing their assets while planning a legacy, successful professionals and families in the wealth accumulation phase, and investors with a focus on sustainable and responsible investing.
Our clients are proactive and dynamic individuals who recognize and value the importance of partnering with a trusted advisor. Despite being active and occupied, they seek to proactively enhance their financial lives and are in search of a reliable guide to assist them in prioritizing and organizing their financial affairs.
While our clients certainly appreciate attractive rates of return, they acknowledge the necessity of evaluating portfolio performance within the broader context of their overall long-term financial goals.
Retirees: Preserving Income and Legacy
- Budgeting: Assisting in creating and managing a budget tailored to retirees' specific needs.
- Income Sourcing: Identifying and optimizing various sources of income to sustain financial well-being.
- Healthcare Budgeting: Developing strategies to budget for healthcare costs during retirement.
- Tax Smart Withdrawals: Implementing tax-efficient withdrawal strategies to maximize income.
- Social Security & Medicare: Providing guidance on Social Security and Medicare to optimize benefits.
- Charitable Giving Strategies: Crafting charitable giving plans aligned with retirees' goals and resources.
- Legacy Planning: Assisting in the creation of a comprehensive plan to preserve and pass on a legacy.
Professionals: Asset Accumulation
- Life Cycle/Cash Flow Planning: Developing strategies for managing cash flow throughout various life stages.
- Defining Retirement Vision and Goals: Collaborating to clearly define retirement aspirations and objectives.
- Tax-Efficient Retirement Saving Strategies: Implementing strategies to optimize retirement savings with a focus on tax efficiency.
- Financial Planning: Providing comprehensive financial planning services tailored to professionals' unique needs.
- College Education Planning: Assisting in planning for the cost of college education for oneself or dependents.
- Equity Compensation: Managing and optimizing equity compensation as part of the overall financial strategy.
Sustainable Investing: Investing with Values
- Aligning Values with Long-Term Financial Goals: Ensuring that investment choices resonate with clients' values and contribute to long-term financial objectives.
- Incorporating ESG Factors in Portfolio Construction: Integrating Environmental, Social, and Governance (ESG) factors into the process of building investment portfolios.
- ESG Due Diligence with Quantitative and Qualitative Research: Conducting thorough due diligence on ESG considerations, utilizing both quantitative and qualitative research.
- Sustainable/Responsible Investing Education: Providing education on sustainable and responsible investing practices.
- Impact Investing: Exploring and implementing investment strategies that aim for both financial returns and positive social or environmental impact.