Total Wealth Management

We believe your wealth does not begin and end with the investments in your portfolio. It includes your family, your business interests, and your philanthropic pursuits. Our concept of success keeps your total picture in view.

Accumulating wealth, like any great achievement, requires creativity, skill and perseverance. Wealth management takes into account all aspects of your family's finances - lifestyle, liquidity, taxes, legacies and business concerns, as well as investing. It develops solutions that address the totality of your concerns.

Our wealth management process begins with the collaboration between you and our team. Through the decisions we make together, a wealth mangement strategy evolves to take on a distinctly individual shape, reflecting your investment objectives and aspirations.

A Team Approach

Our clients require a level of expertise in various areas including estate preparation, tax-efficient investing within corporations, insurance solutions, and tailoring investment strategies to fit each unique circumstance. For this reason we feel it is necessary that our clients have access to a group of advisors with experience in these areas.

As a team, we strive for a high standard of client service, which includes rapid response to inquiries and administrative issues.

Proven Investment Style

We apply the concept of total return investing by using a balanced approach through the use of managed money, quality equity investments, fixed income and higher yielding securities with special attention to tax efficiency.

Most of our clients desire an investment strategy that includes "yield first", capital preservation, and reasonable growth.

Experience

Our experience has withstood the test of time.

We concentrate on the financial and investment needs of individuals and businesses by helping you develop innovative strategies to manage your personal and corporate finances.

We stress a long-term approach to investing and emphasize financial planning to help our clients determine their needs and risk tolerance.