Specialized Services

Your needs extend well beyond wealth planning and investment management, which is why we offer a comprehensive collection of financial services designed to take a multi-faceted, yet simplified approach to putting your wealth to work for you.

We look at every opportunity to help you strengthen your legacy and maintain your financial vision. This includes promoting family unity, ensuring smooth transfer of funds to beneficiaries, understanding tax implications and a host of other items that can affect the continuity of wealth.

Examples of services we provide include:

  • Stock option planning and analysis
  • Charitable gift planning
  • Education funding analysis and planning
  • Employee benefit analysis and planning
  • Specialized investment research
  • Business exit and succession planning
  • Customized projects