Wealth Management Solutions

In addition to our in-depth planning process and comprehensive investment approach, we offer a wide range of wealth management solutions and services to our clients. Each advisor's diverse skill set lends itself to our team approach, helping to ensure every aspect of our clients’ financial lives are dutifully cared for.

Business Succession Planning

The transition of a family-owned business from the founder to the next generation can be strenuous, but with a well-defined business succession plan in place, we strive to alleviate that strain. It’s likely that you won’t be running your business your entire life, and therefore it's worth both the effort and difficult conversations to conclude what will happen to your business upon your retirement. With the help of our team, you can help prepare you for a smoother transition.

Education Planning

Our advisors provide analysis to enable you to determine approximate costs of funding a child or grandchild’s education – for college or private school – and we can help you identify the appropriate tax-efficient strategy. This may be a 529 Plan, an Education IRA (also known as Coverdell), a Custodial Account, or another method.

Investment Management

We are committed to providing our clients with informed perspectives and tailored approaches to their needs, along with any challenges or opportunities they may face. As your Financial Advisors, we begin with a deep understanding of your financial priorities and then apply the appropriate strategies to help optimize your wealth. And through Wells Fargo affiliates, we can also offer insurance products to support whatever your financial needs are now or will be in the future.

Retirement Plan Solutions

Our retirement planning services are designed to allow you to identify your specific retirement goals and develop a plan to help you achieve them. We assist in managing all aspects of your transition from working to retirement, such as balancing the need for a predictable cash flow and your desire to leave a legacy. You also have the flexibility to adjust your plan as necessary to financially support your desired pre- and post-retirement lifestyle.

Cash Flow

Managing debt and maintaining your lifestyle over the long term can be challenging. Without a reasonable budgeting plan, it can be difficult to effectively manage spending, but our team can help you compare your income to your expenses in order to determine your net cash flow. And for business owners, we strive to maximize the success and profitability of your business by helping you manage your business cash flow and provide the advice it needs to thrive.

Executive Compensation Strategies

For our corporate executive clients, we are able to provide extensive guidance for many business-related strategies. This often includes helping to manage the timing of when to exercise options and restricted stock, figuring out when to receive deferred compensation, and coordinating 401(k) plan assets into the overall, comprehensive asset allocation.

Legacy and Charitable Giving Strategies

As tax laws change, it's important to evaluate your charitable giving strategies to maximize your tax benefits. In addition to your philanthropic efforts, it's likely you'll one day want to shift some of your focus to your legacy, part of which can be attributed to supporting future generations. We are here to provide you with a customized investment strategy that's built with a full understanding of your family’s dynamics.

Special Needs Family Planning

Many families include someone with a disability that impacts their daily life, and those families often have questions surrounding life management issues, especially in regard to providing care or seeking proper planning for a loved one living with disabilities. One of our team's passions is working with families with special needs children or adults, especially if we can meet with them to discuss all the options available.