Truly integrated services which are designed not just to share information, but to collaborate and plan based upon what is most efficient for you.  We coordinate with internal specialists, or work with your current relationships to ensure a unified approach.

It is not just about accumulating and protecting wealth but enjoying it as well.  After all, what are you working so hard to accomplish?  Our concierge services and planning process integrates the activities and relationships you desire into not just your plan, but your life.

Our approach is about life.  Financial decisions, risk and asset management are just a conduit to maximize what we get out of life.  We provide a clear, proactive, ongoing & coordinated pathway across over 80 financial details annually to ensure you are on track to maximize your finances and your life.

Because of our experience, solid community relationships and tenure, we have exclusive access to the people, private investment opportunities, and experiences not typically available to the public, or included in other financial firms.

As the owner of a closely held business and/or medical practices I have unique needs. I get overwhelmed because I wear so many hats, and I am trying to be an expert at too many things. It is taking time from the experiences I wish to have, and the people I wish to be with. If I had a team that was worthy of my trust, looked out for my best interests, communicated with me in a language I understand and was a specialist in my specific situation, I know I could be more efficient with how I run my financial life and could spend more time with the people I love.

I am just getting started to get my act together and pay close attention to my financial situation. It is not a topic I love talking about because I feel I should know more. I also have no idea where to start and what questions to ask. What I really need is an expert to partner with me for the long term. A relationship that will focus on educating with me, not selling me something. How do I coordinate the important areas of my financial situation, and increase my confidence regarding my financial future?

As an individual (or family) who is working hard to transition my efforts into wealth, I feel like there are so many options into which I can invest, and so many opinions on how I can protect and structure my financial decision- making. It is so overwhelming! I want to control the process because I am scared that someone will take advantage of me, and it will cost me too much money while adding too little value. I am embarrassed because I feel like I know very little, and I don’t like to ask for help! Where the heck do I start???? If only I had a transparent, trustworthy relationship with someone who was legally bound to do what was right for me, and was willing to educate me, be patient with me, and not make me feel insecure, I would be much farther along financially and have more confidence to enjoy my life.

Because I am an established professional, I have a solid understanding of finances. I have been quite successful, and I need to take my situation to the next level. It seems to me that most financial professionals are basically the same, and simply offer a stock market portfolio, an insurance product or a thick binder containing a “Financial Plan” for me to buy a financial product. What I really need is an expert relationship to partner with me for my best interest and to not sell me something. I want to be introduced to people and financial options that are not available to the public. I need my professional relationships to collaborate to put me in a better position, not just share information back and forth when requested. If I had a deep partnership with a group of professionals that allowed me to get everything accomplished in one spot, as efficiently as possible, I would be able to take my wealth to the next level and really focus on accomplishing my life’s calling.

Our family has been blessed to amass significant wealth. Thus, our needs are a bit more complicated than most. Privacy and security are very important to us. Coordination and efficiency due to our complex financial situation is needed. We are also looking for more sophisticated investment opportunities than are traditionally offered by an investment portfolio in the public markets. Most important however, is assuring that the values I have instilled in those around me are not deteriorated by the wealth that has been accumulated. Our family has had many advisors and financial relationships over the years. At this stage of life, what I really need is an upgrade to a team (because there is no way one person can do everything we need) to act as our family office. I do not want to incur the cost of hiring our own team of experts, but I do want to have a deep, long-term access to an experienced and proven team to guide our family. We simply need expertise, guidance, and management of our assets to ensure our values, objectives, and family dynamics are the compasses for a deliberate financial strategy, so we can appropriately grow the wealth; we must diversify risk and confirm we are not missing opportunities. If we were able to develop this type of partnership, I know the work that has gone into amassing our family wealth will live on and continue to increase the positive impact on our family and community.