While the personal objectives of clients of similar age may be the same, the financial services required to achieve their individual goals may differ. Higher net worth individuals typically have additional needs that require specialized services. In addition to financial planning and asset management services, wealth management services encompass areas such as charitable giving and planning, asset protection, and trust and estate services.  We work closely with our client’s professional advisors in the following areas:

  • Estate Planning
  • Insurance and Long Term Care Planning
  • Tax Planning

Learn about investing with our firm.