We aim to meet your particular investment goals and protect you and your wealth. Coming up with the correct investment strategy that fits your personal financial goals is an important step towards financial security.
As our average client is already a millionaire, we employ strategies aimed appropriately as objectives shift from growing wealth to preserving wealth. 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 tax environment, the affluent know tax efficient investing and mitigation strategies are required. Our evidenced-based approach to investing generates less turnover, 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.
We live in a world of risks. Wealth Protection Strategies involve assessing which risks to avoid, which to accept, which to reduce, and which to transfer. After helping clients with a risk assessment, we design a specific strategy for coping effectively with each risk. We accomplish this for clients by working with a network of attorneys, CPAs and insurance specialists to help grant you peace of mind.
As we age, we tend to focus more on the legacy we will leave. Our team first listens to learn what your charitable intent is. Second, we aim to maximize your charitable impact to ensure that you will fulfil your altruistic purposes and impact.
The only thing worse than being born blind, is having Sight with no vision!
– Helen Keller