Our Services

Putting together a comprehensive financial plan is the first step in securing your financial future. We take an in-depth look at everything: from your current investments, current and future savings and tax exposure, to funding your retirement, paying for your children’s education, and leaving a legacy for their future. With the knowledge, experience and resources accrued over generations, we then construct and implement a financial plan that’s tailored to your specific goals and circumstances. Then we stay on top of it, monitoring it continually to help make sure your objectives are met or surpassed. We’ll also sit down with you every year for a comprehensive annual review to assess where you are and whether your goals or circumstances have changed, so we can adjust your plan accordingly.

Unlike some wealth management firms, we don’t use model portfolios that drop your money in a bucket with everybody else’s. First, we seek a clear understanding of your short- and long-term goals and your personal circumstances, including risk tolerance and time horizon. Then we create a custom investment portfolio, strategically designed to help grow and preserve your wealth. We will closely shepherd your portfolio on an ongoing basis. And you can expect a thorough annual review, as well as a mid-year check-in, to assess how your portfolio looks in comparison to the risk levels we’ve established. Together, we’ll consider if there have been changes in underlying investments that require attention, whether your portfolio needs rebalancing, and if there are tax consequences associated with any recommended changes. And should you have questions or concerns at any point along the way, your team is here for you.

One of our primary objectives is to limit your tax exposure. While building, maintaining and adjusting your portfolio, we constantly monitor the tax ramifications, considering how best to minimize the impact. We make sure our high-net-worth clients participate in tax-advantaged investments, and that these investments are set up to provide as much protection as possible from potential tax burdens. Our goal is that April 15^th will be a feel-good day, with no unhappy surprises.

Funding your children’s college education can be one of your greatest expenses. Together, we’ll explore your options — public in-state, out-of-state, or private school — to determine what you’ll need to cover the costs.  Next, we’ll help you decide on the right investment vehicle, and we’ll help implement your college savings account funding strategy. With proper planning, we can help see to it that you’re ready for that first day of college and all the days – and dreams – that follow.

How do you make the transition from being an accumulator of assets to one who spends them? Mapping out a plan to fund your retirement in keeping with your goals and objectives is one of the most important things we can do for you. And it’s where our generations of knowledge and expertise can really make difference. We’ve experienced plenty of those surprises life sometimes throws your way, but with careful planning and smart decision-making, we can help you to go on enjoying the lifestyle to which you’ve grown accustomed.

There’s nothing like knowing that your financial achievements can help future generations live their dreams. When you’re ready to sit down with an estate-planning attorney, you can count on us to help you prepare for that meeting. We’ll make sure you understand the terminology and what questions to ask, so that your wealth will be transferred to your loved ones smoothly and tax-efficiently, according to your wishes.

Real estate holdings can be a profitable way to diversify your portfolio, however they are not without drawbacks. We can help mitigate drawbacks, such as expensive, time-consuming management and long-term capital gains upon sale, by use of a 1031 exchange into a DST (Delaware Statutory Trust). What’s more, our established partnerships with large real estate companies such as Cantor Fitzgerald and Inland Securities, allow our clients access to institutional quality properties which otherwise might not be available to them. These partner companies handle everything from rent collection to property maintenance, so that our clients can reap the benefits of a real estate investment without the hassles of hands-on management.