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Our Solutions

Investment Management

Investment Management

Nobel Prize Award-Winning Science.

We create client portfolios aligned to the Modern Portfolio Theory. With diligent management and oversight, we maximize  expected returns within our clients’ risk tolerance. We put our clients in the best possible position to win financially by regularly monitoring the deviations in global markets and executing  well-informed rebalancing strategies.

Financial Planning

Financial Planning

Converting Goals to Reality.

We walk our clients through an in-depth planning process that visualizes “the end in mind.” In charting each goal’s course and destination, we determine which investment vehicles are best given the goal’s complexity, time horizon, and available resources. Along the journey, we navigate across multiple terrains and adjust as needed. We look forward to celebrating when each journey reaches its destination.

Retirement Income Planning

Retirement Income Planning

The Transition Mindset.

This life stage is where the years of hard work, discipline, and sacrifice can pay off. A transition from deposits-to-withdrawals can be daunting, but it doesn’t have to be. We guide our clients’ decisions on many variables that can impact their other goals. We help our clients reshuffle “pieces of the puzzle” in their financial plan in ways that bring great clarity to their decisions. Once decided, we help them implement sustainable retirement income solutions that realize the quality of life they worked so hard to earn.

Estate & Legacy Planning

Estate & Legacy Planning

A Life, A Legacy.  

We view our clients’ life and legacy as much more than just a transfer of “silver and gold.” The most effective estate planning strategies involve combinations of consumption, retention, transfer, and continuity. Rest assured, there are solutions capable of legacy building at any stage of life—including the possibility for perpetual sustainment of resources they leave behind. Our team helps our clients unveil their deepest values and feelings about what legacy means to them. We partner with estate planning specialists to help craft personalized legacy plans.

Risk Management

Risk Management

Protecting Goals from Catastrophes.

Foundational to every financial plan, we employ strategies designed to manage our clients’ risk exposure. There is a long list of risk considerations each client must consider. As our clients’ evolving financial situation, employment status, health, family dynamics, and goals change, we address the implications of unprotected loss events. Only then can the right solutions be placed to prevent financial plans from being derailed.

Tax Strategies

Tax Strategies

Keeping More of What You Earn.

We are well-grounded in guiding principles and tax strategies to help our clients. Navigating the vast tax implications surrounding financial decisions applies to every client one way or another. We embrace the CFP® “DOCUSED” approach when applying such strategies; including (1) Deduct everything you are entitled to, (2) Offset tax with available tax credits, (3) Convert ordinary income to excludable income, (4) Shift income to lower brackets, (5) Exclude income legally from tax returns, and (6) Defer taxation of income to a later year. With the support of other tax partners, we are able to optimize our clients use of the most relevant tax strategies for their situation.

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