How We Serve
Investment management and multi-generational planning.
We work with families who have accumulated significant wealth. From discretionary portfolio management to estate planning coordination, our services center on building family wealth and preparing the next generation to manage it responsibly.
Discretionary Portfolio Management
We manage your investment portfolio with discretionary authority, pairing active and passive strategies tailored to your risk tolerance, timeline, and goals. Our emphasis on alternative investments helps diversify beyond traditional stocks and bonds.
Multigenerational Planning
We work with multiple generations of families, providing education and mentoring for adult children. From teaching college students about their first investment accounts to preparing heirs for inheritance, we guide families through every stage.
Estate and Tax Planning Strategy Coordination
Working alongside your estate attorney and CPA, we help coordinate strategies that may address tax considerations and support efficient wealth transfer. Our work is strengthened by our partnership with Matt Doran, MT, Graduate Certificate in Estate Planning (Villanova University) – Leader of Advanced Planning, who collaborates directly with clients and their advisors.
Insurance and Long-Term Care Planning
We review life insurance for estate purposes and long-term care planning to help protect assets intended for your children and grandchildren. These conversations often involve your family members, so everyone understands the decisions being made and why they matter.
Retirement Plan Solutions for Business Owners
We help business owners implement 401(k) plans for their companies while coordinating their personal retirement and business succession planning. Whether you’re planning to transfer ownership to the next generation or positioning for a sale, we help you think through the full picture.
Stock Option Planning
We help clients navigate stock option decisions, including exercise timing, tax implications, and how options fit into long-term financial plans. We also work with adult children of clients who are navigating options at their own companies.
How We Work
We listen first. Then we plan.
We follow a thoughtful process designed to understand your unique situation and create strategies that adapt as your life changes.
01
Discovery and Listening
We begin by getting to know you and your family. In our initial meetings, we ask about your goals and concerns, and what you hope to accomplish—both in the near term and for the next generation.
02
Strategy Development
Based on what we learn, we develop a financial plan that addresses your specific situation. This includes investment strategy, tax planning strategy, estate considerations, and education for your adult children when appropriate. We work with your existing advisors to ensure everyone is coordinated.
03
Implementation
Once your plan is in place, we implement it by managing your portfolio, coordinating with your estate attorney and CPA, and keeping you informed. We make sure you understand what we’re doing and why it matters for your family.
04
Ongoing Partnership
Our relationship doesn’t end after your plan is implemented. We meet to review your portfolio and adjust strategies as your life changes. Over time, many clients become friends, and their children become clients.