Diverse Clients.
Integrated Investing Solutions.

Have you ever met someone exactly like you? Neither have we. Similar doesn't mean the same — and specifics matter.

Especially when it comes to managing your wealth.

We believe our defining attribute is our skill in noticing minute details, taking contrasting perspectives and synthesizing them into a “you-centric” plan — based on rigid data and analysis.

This way of doing allows us to provide what we consider to be an elevated standard of wealth management for a wide range of clients, guided by financial advisors with diverse areas of expertise.

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Supreme Earners

Staying wealthy can be more challenging than becoming wealthy. Just ask families who have seen their fortune evaporate over generations. We use sophisticated strategies to help wealthy individuals and households not only grow what they have, but preserve it for future generations or to become renowned for charitable giving.

Services Include:

  • Alternative Investments
  • Direct Indexing
  • Diversifying Concentrated Holdings
  • Tax Loss Harvesting
  • Estate & Wealth Transfer
  • Legacy & Gifting
  • Liability Management
  • Cash Management

Business Owners

Owning a business can be a double-edged sword. It is often life-consuming, leaving you little time — or energy — to think about your wealth. At the same time, a major portion of your wealth is your business. A strategy isn't just a want in this case. It's a need.

Services Include:

  • Business Retirement Plans
  • Liquidity Management
  • Tax Efficient Strategies
  • Insurance
  • Lending Opportunities
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Trusts

If you want a guardian for your assets, trusts deserve consideration. These instruments can protect you from lawsuits and creditors, while perpetuating your wealth for generations to come as part of your cohesive estate plan.

Working with your CPA and attorney, our services include:

  • Legacy & Gifting Strategies
  • Estate & Wealth Transfer

C-Suite Execs

Corner-office employees tend to make more than average, but their compensation can be exceedingly complicated: RSUs, concentrated stock holdings, bonuses tied to company performance. We can help untangle the layers of complexity while mitigating risk.

Services Include:

  • Concentrated Stock Management
  • Executive Compensation Education
  • Cash Management
  • Core Investments
  • Tax Reduction Strategies
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Non-Profits and Endowments

Board members are tasked with raising funds to make a difference while stewarding a finite amount of resources — on top of navigating IRS rules and regulations.

Working with your CPA and attorney, our services include:

  • Endowment Management
  • Core Investments
  • Expense Budgeting

Our Process

There is an inherent elegance with any successful process. It's repeatable. Reliable. Resistant to variables.

As our client, you will experience the same process hundreds before you have. We do this to establish a proven foundation on which to build your future.

First Meeting - Intro & Discovery

Our first meeting will focus on mutual discovery beyond investments. You'll explain the particulars of your situation before we share how we can align specific investments with your values & goals.

Strategize & Analyze

Your existing portfolio will be analyzed through the lens of the latest investment technology and analyzed by our decades of wealth management experience. We will isolate blind spots and pinpoint opportunities to develop a plan for you and only you.

Second Meeting - Plan Presentation

This is when we'll present you a never-before-seen plan to help you in your financial life. From your core investments to tax efficient strategies, to estate & wealth transfer, the custom plan we share will be based on your goals and objectives.

Agreement & Implementation

After listening to your feedback and refining as needed, we will coordinate, consolidate and implement the agreed upon strategy as soon as you say “Go.”

Revisit and Review

As your life or goals change, so must your plan. We will regroup to discuss developments on your end and update your strategy accordingly. Additionally, our technology will be working in the background to identify proposed changes to allocations or holdings in order to help you achieve what you set out to.

“Comprehensive planning is a vital part of the wealth management process. It's simple enough to make any one decision in a silo, but the true synergy is in coordinating all your various strategies to work in harmony; to enhance one another.”

Rob Schaefer, CFP

Only You Can Take the First Step

Ideally your first step will be a no-obligation, zero-pressure conversation to inform how we can best help you. But we also understand you might want to learn more about how we think.

Ready Now?
Schedule a Discovery Session
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