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Solutions for Individuals & Families

Fee-Based Financial Planning

Our process provides insights beyond those of most planners, allowing us to better guide our clients through the decision-making process. As a result of our process, certain products and strategies may be utilized. We provide support in the implementation process, whether through other advisors or those items implemented through our firm.

Money Management

Through our multi-tiered platforms we are able to assist with large investment programs, supporting strategies such as actively managed individual securities accounts, institutional money managers, college savings programs and retirement account rollover.

Alternative Investments*

We offer a suite of options including REITS, BDC’s, Private Placements, Private Equity, Hedge Funds, Managed Futures and Exchange Funds. We impose a vigorous screening process on investments in this category. Many of these alternative investments are not correlated to the stock and bond markets, offering customized planning opportunities. Certain alternative investments offer tax advantages to individuals in high income tax brackets.

Insurance Products

Our knowledge of insurance offerings in the areas of Life, Disability, Long Term Care and Health helps us to guide our clients in making suitable choices in a world of overwhelming choices.

*Alternative investments are often speculative, lack liquidity, lack diversification, are not subject to the same regulatory requirements as mutual funds, may involve complex tax structures and delays in distributing important tax information, and may involve substantial fees. These investments may not be appropriate for all investors.