Wealth Awareness Process


Our Wealth Awareness Process is a framework for providing true wealth management - a unique combination of investment advisory, relationship management and advanced planning - dedicated to developing and implementing cohesive, goal-focused plans that address the most significant concerns of each of our individual client relationships.

Our disciplined process explores each of the areas pictured above to help our clients develop an overall strategy to:

  • Make smart, informed decisions with their money

  • Minimize income and estate taxes

  • Provide sufficient cash flow for an independent and dignified retirement

  • Provide a legacy through the transfer of assets to future generations

  • Protect from third parties unjustifiably taking current and/or future assets

  • Make tax efficient significant charitable gifts

The result of the process is a tailored wealth plan that is surrounded by an investment management strategy that supports our clients' articulated goals. These plans are managed and monitored by a dedicated team of experienced and credentialed professionals that are bound by our fiduciary standard of always working in our clients' best interest.