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.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
An inside look at how marginal income tax brackets work.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Don't let procrastination keep you from pursuing your financial dreams and goals.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the potential capital gains taxes due on your transactions.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate your monthly and annual income from various IRA types.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
When do you need a will? The answer is easy: right now.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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.
Why are 401(k) plans, annuities, and IRAs so popular?