Stop feeling stuck in a never-ending cycle of pitches that don't fit your needs.

As a busy professional or retiree with a lot of demands on your time, managing multiple investment accounts in your spare time is stressful. Reclaim mind space by trusting us with your wealth management.

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For families with more elaborate requirements

What does family financial success represent to you?

Wealth management service includes a range of comprehensive financial and estate planning. Addressing wealth management and family wealth transfer needs, we offer full-service, far-reaching ideas and resources to address and coordinate every facet of our clients' financial lives.

"Our family's money represented more than just cash. It represented hard work, history, love, and legacy, a tangible gift from past generations of Stuarts to my own. It was meant to last a long time and to be used in ways that would benefit not just my family and me, but also society and generations of Stuarts yet unborn."
Stuart Lucas, heir to the Carnation fortune

01 How much money should I pass on to my children and grandchildren?

02 What tax strategies should I take advantage of?

03 I just received a large inheritance. What should I do now?

04 Do I have a plan in place to transfer and protect wealth I intend to pass on?

05 How can I minimize estate tax and increase wealth transfer to my family?

06 What is the best way to continue growing my wealth?

Benefit

Preserve and grow wealth now and throughout your life.

Organization, structure, and direction to wealth management

Defining family values, mission statements, and goals, and how family wealth management coordinates with your guiding principles

A comprehensive picture of current assets and cash flow (business, real estate, investment and retirement accounts) and smart allocation between taxable and retirement accounts

Low cost, tax-efficient wealth management strategies

Investment risk reduction through diversification, rebalancing, and asset allocation

Estate planning that cuts costs and eases the transition of family wealth

Experience

Turning an "okay" situation into a great one.

Through our family wealth service, time is dedicated to learning about your family, what matters most to you, and what areas you are looking to improve.

Simple process and philosophy

Understanding of your investment plan

Sensitivity to tax implications within accounts

Family values and mission statements kept at the forefront of planning

Coordination with your team of professionals to keep everyone on the same page

Wealth and investment management can be time-consuming and confusing.

Let us help you take care of it so you can spend more time doing the things you enjoy.

Schedule a Call Free Retirement Review