Since our average client is already a millionaire, we employ strategies aimed appropriately as their objectives shift from growing wealth to preserving wealth. Preserving wealth means having more than enough money throughout your lifetime to protect your independence and dignity. We help you cope effectively with the four fundamental threats to maintaining your lifestyle for 30 years of retirement – inflation, taxes, longevity and potential erosion of entitlements. In today’s higher tax environment, the affluent know tax efficient investing and mitigation strategies are required. Our evidence-based approach to investing generates 1/6th the turnover versus the industry, which reduces capital gains and investment income surtax. Additionally, our investment management process utilizing our network with local CPAs, allows for individualized tax mitigation strategies that integrate with your Investment Plan.