Every person and every situation is different. Our clients are diverse in terms of occupations, interests, and objectives. But a common thread is a desire to work with a firm that seeks to understand them, and provides a very high level of care.
Most clients retain us as much for our broad planning capabilities as they do for our investment expertise. For example, we help clients by:
- Creating tax-smart cash management and investment plans to help them move into retirement with a sense of security.
- Guiding them through life transition events, such as a sudden loss, a sale of a business, marriage and divorce, or an inheritance.
- Planning for short or medium term goals, such as a dream vacation, saving for a child's college education, a sabbatical from a career, or a philanthropic gift.
- Explaining the pros, cons, risks, and rewards of different types of investments, in a way that they are comfortable with.