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Solutions for Individual Investors & Families

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Performance Reporting

Quarterly assessment of investment manager and portfolio returns and risk relative to peer groups and indexes


Portfolio Construction & Management

Development and ongoing oversight of an investment strategy designed to achieve a client’s goals and objectives


Retirement Planning

Financial advice and investment strategies designed to help clients achieve their post-career income and lifestyle objectives


Education, Estate & Legacy Planning

Saving, investment, and wealth planning strategies intended to help clients address their other important life goals



Evaluation of risks and potential insurance needs and development of strategies to address them


Corporate Benefits Planning

Helping key employees understand their corporate benefits and how they coordinate with their needs, goals and financial objectives


Cash Flow Planning & Projection

Modeling and analysis of income, expenses, and savings to determine likelihood of achieving short- and long-term financial goals


Business Succession Planning

Financial planning and risk management related to the retirement, disability, or death of a business owner or other key employee


Charitable Gift Planning

Helping clients fulfill their charitable intentions through gifting strategies during their lives or upon death


Account Aggregation

Secure online tools to allow clients to view their complete financial picture in a single place