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Your Personal Chief Financial Officer

You have in us your very own, personal Chief Financial Officer (CFO) to come to with any financial question or problem you encounter. We are available to you in this invaluable role as part of your regular wealth management fee and we encourage you to use us as a sounding board early and often.

As your CFO, we help you with questions like:
  • Should I buy or lease a car?
  • Should I refinance my home?
  • Can I afford a vacation home?
  • Is it better to finance a purchase or pay cash?

If we don’t already know the answer to your question, we find it for you. Having your own personal CFO can be life changing. Consult us whenever you consider any financial decision.

360° Wealth Management

Your Financial Planning

Everything starts with your plan—an intricate reflection of what is most important to you and what you want to accomplish with your wealth—a clear path to your goals.

Managing Your Investments

Investments are managed based on clear guidelines appropriate for your unique goals. They are tracked and reconciled daily and continually rebalanced to keep you on target.

Coordinated Tax Planning

With coordinated tax strategies, your investment plan works seamlessly with your tax plan so that your investments are made in the most tax efficient way possible.

Your Legacy Planning

It’s often surprising how much legacy planning impacts the rest of your financial plan. To protect your loved ones, it’s important that this piece is not overlooked.

Protecting Your Lifestyle

Lifestyle protection through proper insurance is essential to protect your assets and therefore your lifestyle.

Your Personal Chief Financial Officer

With your very own, personal Chief Financial Officer (CFO) you have access to a sounding board early and often for any financial question or problem you encounter.