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.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Understanding how capital gains are taxed may help you refine your investment strategies.
There are things about Social Security that might surprise you.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
It's important to make sure your retirement strategy anticipates health-care expenses.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much you have the potential to earn during your working years.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
What are your options for investing in emerging markets?
Three things to consider before dipping into retirement savings to pay for college.
With alternative investments, it’s critical to sort through the complexity.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Have you explored all of your choices when it comes to managing your taxable income?
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.