Our clients are typically retirees, business owners, and executives who value coordinated advice across their investments, taxes, retirement income, and estate planning, and appreciate having those conversations in one place. While every situation is different, we generally work with individuals and families who have at least $2 million in investable assets, although we do not have an asset minimum.

Our first meeting is simply a conversation. We’ll learn about your goals, review your current financial picture, and discuss any questions or concerns you have. We’ll also explain how we work and help determine whether our firm is the right fit for your needs. There is no obligation to move forward.

The frequency of our meetings depends on your needs and the complexity of your situation. Together, we’ll establish a meeting schedule that makes sense for you. During those meetings, we’ll review your progress, discuss any recommendations, and address changes that may affect your financial plan. Between meetings, we continue monitoring your plan and are available whenever important questions or life changes arise.

If you decide to use both services, our wealth advisors and in-house CPAs work together throughout the year to help align investment decisions with your tax strategy. Whether it’s retirement withdrawals, Roth conversions, charitable giving, or managing capital gains, we look at how each decision affects your overall financial picture rather than treating investments and taxes separately.

Absolutely. Some clients use our tax team, while others prefer to maintain outside relationships. In either case, we coordinate with your existing professionals to ensure decisions are integrated and communicated clearly.

Yes, we have a fiduciary responsibility to act in our clients’ best interests when providing investment advice. Our recommendations are based on your goals, circumstances, and long-term financial well-being.