Financial Planning for Every Life Stage

Our Clients

Our clients are a diverse group of people, ranging from those with many years before retirement to those already in their golden years. We recognize that no matter your stage of life, your financial situation is unique—and so are your goals for retirement. That’s why we are committed to tailoring a personalized plan for each of our clients.

Generous Givers

No matter where you fit in the types of clients we serve, we seek out clients who have hearts for generosity—who desire to give their time, talent, and treasure now and in retirement. Our team is committed to helping you find the best avenues for your generosity through charitable giving and legacy planning.

Retirees

Retirees are living longer than ever before, giving them more opportunities to live and give generously in their golden years. We help retirees protect their nest egg, mitigate risk, plan for long-term care, optimize Social Security, and more.

Families & Individuals

Many individuals are caring for their parents and their children at the same time—meaning their own financial future gets neglected. We help these families and individuals with private wealth management, custom estate planning, and wealth transfer so they can stay on track.

Endowments & Foundations

Endowments and foundations have significant assets to manage—all while fulfilling their fiduciary obligations to their generous donors. We help endowments and foundations through due diligence and research, investment strategy, spending policy needs, and more.

Sudden Wealth

Sudden wealth often comes as the fallout of a major life event, like an inheritance, business sale, legal settlement, or divorce. We provide clarity of mind for crucial decisions during these emotional times, like cash management, estate planning, charitable giving, and more.