Wealth Management | Estate Planning
"We are financial advisors for a select group of affluent families, business owners and professionals. Our clients are looking for, among other things, to secure their retirement and financial goals and to create a family and charitable investment legacy. Our team has developed and refined a process that helps affluent families & individuals with growing their investments, and preserving and passing down their assets in the most tax efficient manner. We call this process the Wealth Legacy Approach."
We are taking on new clients. Please reach out to schedule an appointment to see if we are the right fit for your needs.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
How long does a $20 bill last?
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator demonstrates the power of compound interest.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
There are things you can do to keep yourself safe when you lose your wallet.
Understanding the cycle of investing may help you avoid easy pitfalls.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
What are your options for investing in emerging markets?
$1 million in a diversified portfolio could help finance part of your retirement.