Financial Services

A Full Range of Extended Financial Services

Most wealth management services focus on one thing: your money. Our approach to Extended Financial Services takes a different approach. We look at your entire life and make sure your money goals are aligned with your life goals.

Through our personal, engaging process, we'll help you identify your personal values and objectives that affect planning for children, aging parents and other areas of long-term family management including wealth preservation, education, risk management, succession planning and leaving a family legacy. By starting with complete information, honest analysis and deliberate action, we'll guide you with the tools and advice you need to reach your family's financial goals.

From there, we offer a full range of personalized services to assist you in managing day-to-day financial and nonfinancial matters. We combine proprietary technology with our unique Financial Life Management approach to design a family lifestyle plan that will help you preserve and enhance your wealth — and live a healthy financial life.

Preserving, Creating and Transferring Wealth

Financial markets are volatile, and no one can predict what they may do in the future. But with a sound diversification strategy, we can help you help control volatility through all market cycles.

Our Extended Financial Services customize your portfolio so you're prepared no matter what market conditions may come. We also research opportunities in alternative investments, and provide oversight on special assets. We provide proactive planning and coordination for complex, tax-sensitive financial situations in the following areas:

  • Estate, Education, Philanthropic and Legacy Planning
  • Risk Management / Insurance Review and Coordination
  • Income and Estate Tax Planning
  • Succession Planning
  • Cash Management and Banking
  • Financial Analysis
  • Investment Consulting, Due Diligence and Oversight

Is your wealth working for you?

Look through our fact sheets and checklists below to see how we can help you put your wealth to work.

Family Foundations

Families looking for an effective way to fulfill charitable intentions and to use values, skills and creativity to make positive changes within a community may want to consider a private family foundation.

Reasons To Consider Trusts

Throughout your lifetime, there are only five things you do with money – earn, spend, save, invest or give it away. In death, however, your money can only do three things – go to family, charity, or the IRS.

Settling a Loved One's Estate

Losing a loved one is difficult for the survivors. Compounding grief's toll is the fact you must also address certain legal and financial matters.

Types Of Trusts

Trusts allow you to manage your property, control your wealth, and minimize the amount that goes to pay taxes. There are many varieties of trusts, each designed to accomplish a specific goal.

Fair But Not Equal In Estate Planning

Throughout their formative years, children challenge parents' definitions of fairness. In some households, fair means equal shares. Others take a "we love you all the same but give according to need" approach.

Advantages Of Insurance

At any stage of life, insurance may give you confidence today — and security for the future. Let our experienced advisers show you how.