We consider ourselves to be trusted partners in your financial journey, and offer guided direction that fosters informed decision making during both good and difficult times.
Our focus is to help clients navigate the sophisticated opportunities of sudden liquidity and major life events—inheritance, executive compensation, civil settlements, one-time contracts, retirement, loss of a loved one, divorce. We consider ourselves to be trusted partners in your financial journey, and offer guided direction that fosters informed decision making during both good and difficult times.
We bring a powerful blend of capabilities to serve these intricate scenarios: over 55 years of combined wealth advisory experience coupled with our deep understanding of the complexities and challenges facing ultra-high-net-worth investors.
By taking a macro view of your wealth management scenario, we offer a big-picture approach that considers trust and estate impacts and adds long-term value across the entirety of your balance sheet. Our integrated team structure ensures we are equally adept at drilling down to coordinate the investment details that comprise your financial life.
Our team comprehends the enormity of our responsibility, and we work diligently to establish a relationship that extends far beyond wealth planning and investment decision making. We pride ourselves on our responsiveness, and offer direct accessibility to every member of our team.
Our discovery process enables us to take a full financial snapshot and create an exhaustive profile of your individualized needs, goals and wealth management picture. We use these inputs to build customized plans that put your assets to work. Through high-quality implementation, we monitor portfolios closely and remain in continual contact. When the situation calls for it, we are poised to take decisive action.
We leverage the firm's resources and access to institutional money managers to carefully construct tailored portfolios that are predominantly composed of traditional assets. Our strategic and tactical decisions reflect your personalized financial objectives. We place emphasis on using individual-issue, high-quality bonds that are selected for and specific to each individual in concert with broad-based and diversified equity portfolios. Typically, we avoid engineered products and packaged investments.
Distinguished customer service
Experience matters to clients who seek support for the diversification of large positions. The depth of our knowledge regarding liquidity transactions is distinctive among Financial Advisors. We draw on our insights to provide guidance and direction to help you manage these complex scenarios.
By working with a limited number of individuals, we offer the highest level of personal attention and responsiveness. Caring for your best interests is at the forefront of all that we do. As a team that has worked cohesively together for many years, we take this mandate seriously. When you reach out to us with your questions and concerns, we make ourselves directly accessible to answer that call.