Divorce is an incredibly emotional time for everyone. While a lawyer should be retained for the legal work, we can help analyze the financial implications of the divorce as well as work with your lawyer on achieving an equitable settlement.

We work with families to develop comprehensive, goals-based financial strategies that coordinate and align insurance, investment, philanthropic, retirement and wealth transfer planning needs with personal values and long-term objectives.

We help you develop holistic retirement strategies with an emphasis on income needs, projected cash flow requirements, investments, philanthropic giving and long-term goals.

We help you and your family create trust and estate transfer strategies with an emphasis on tax efficiency. Our team works with you and your family to preserve family values and educate the next generation on financial and investment best practices.

From estate and family legacy planning, to business valuation and succession, we work with individuals, families, business owners and institutions to build personalized strategies to help you preserve and grow your legacy.

We work with you to discern areas of investment opportunity, providing comprehensive management and ongoing monitoring of your investments. Our comprehensive services include the development of a personal investment policy, asset allocation strategies, investment manager recommendations and consolidated reporting.