Our specialized team provides a diverse range of perspectives on everything from setting financial targets to managing family wealth dynamics. We’ll explore every aspect of your life connecting the dots between finance, business, and family to construct a blueprint for long-term financial success. From the master plan to the finer details, we’ll protect you from financial dangers addressing even the most complex financial challenges and helping you prepare for all of life’s stages.
We will partner with you to protect the same values you were raised with and ensure your children and grandchildren will inherit the land and legacy you’ve worked so hard to preserve. We will address your full range of goals from wealth preservation to cross-generational succession and everything in between with a focus on sustainability.
4 Pillars of Legacy Planning
For a seamless transition from generation to generation, we will create a plan using the 4 critical components of effective succession planning.
Your vision of how the business should look, act and feel and the action plan designed to bring this vision to fruition.
A written plan (supported by financial professionals) to transfer assets to the next generation while minimizing tax liabilities and implications.
A written commitment detailing who, when and under what conditions ownership and management responsibilities are transferred.
A written plan preparing for the day you decide you want to slow down using ongoing financial planning to facilitate your choices in retirement.
Our investment philosophy is based on Nobel Prize winning academic research and decades of practical experience rather than speculation. Disciplined in our process, we do not believe in stock selection, market timing or Wall Street trends to guide our strategic decision making. We carefully structure our diversified, low-cost investment portfolios to balance risk, minimize taxes and maximize return.
In the power of the markets, while speculation is unpredictable with a high degree of risk.
The allocation of your assets determine long-term expected return, not the selection of an individual security.
Diversification is an essential countermeasure in managing undue risk without compromising performance.
A diversified portfolio of smaller, undervalued companies with high profits will have a higher expected return.
Investing globally often provides a better return at a given level of risk than stocks and bonds alone.
Building a portfolio begins and ends with your goals and aspirations. Our signature service provides a holistic team of primary financial advisors (Investment Advisor, CPA, Estate Attorney) to design a sound wealth management plan that integrates the matters of investments, tax, risk management, and estate planning. Listening deeply to who you are, what you want and where you want to go, we will manage your investments and create a roadmap for your future.
We help grow and safeguard your money through systematic investing practices and diversified portfolios customized to meet your individual needs and investment parameters. Ensuring your assets and liabilities are aligned with what matters most to you, our advisors will help you identify your life goals, income needs, risk tolerance, time horizon and social values. We consistently monitor and evaluate your portfolio with consideration to the ever-changing economic landscapes as well as your evolving needs.
Planning for your future is the foundation of financial security and is critical in building long-term success. Moving at a comfortable pace, we will analyze your opportunities and any hidden roadblocks. We will provide you with objective answers to your most pressing financial questions and concerns and design a comprehensive financial plan to ensure all the pieces of your financial life are moving in the right direction.