Tailored Wealth & Investment Management Solutions

Every client is important to us and it is integral that the right fit exists between us.  We strive to build long term relationships that can grow over time.  An important focus of the practice is working with high net worth clients who are in their prime wealth building years such as physicians, dentists, technology entrepreneurs, entertainers, athletes, business owners and corporate executives.  We assist with developing tax efficient and tax savings strategies in addition to comprehensive retirement plans, insurance reviews, and providing access to estate, trust and fiduciary services.

Secondly, we focus on individuals and families who are approaching completion of their wealth building years to help devise a responsible plan to help them enjoy the fruits of their labor.  Oftentimes discussions revolve around supplemental income generation, intra-generational family planning and leveraging proper gift and estate strategies to maximize transfers of wealth.    

Finally, we work with trusted advisors such as accountants and Trust and Estate attorneys, including family offices, to assist in developing tailored strategies and solutions for their ultra-high net worth clients.  Areas of focus include and are not limited to risk-managed corporate investment management, tax efficient deployment of capital, business valuation/succession planning services, trust, estate and fiduciary services and access to lending services through Wells Fargo affiliates.

   



_{* Trust Services are available through Wells Fargo Bank, N.A. Member FDIC and Wells Fargo Delaware Trust Company, N.A. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.}