INDIVIDUALS and families

We understand the unique needs of our high-net-worth clients: the need to balance wealth preservation and intergenerational planning with the pursuit of a fulfilling lifestyle and the desire to leave a lasting legacy.

Our experienced Wealth Advisors provide expert wealth management guidance along with exceptional service, enabling you to realize your financial aspirations.

Meeting and reporting

Our personalized, advisor-led offering includes:

Expert advice and strategic insights from your dedicated Wealth Advisor
Ongoing support through regular meetings and check-ins
Clear, timely quarterly reporting to keep you informed
Comprehensive annual tax documentation for easy filing
Secure website access with daily valuations, detailed reports, and transaction details
Guidance on strategic charitable giving for philanthropic minded clients, including private foundation and donor-advised funds

Client story

Understanding my entrepreneurial mindset

Paul wanted a Wealth Advisor that understood his unique requirements and financial goals. We helped him by being as progressive with investments as he’d been with his career. Paul’s portfolio incorporated alternative asset classes that can increase expected returns while maintaining expected volatility.

Read Paul's story

Four people sitting at a dinner table

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