Our Services

As comprehensive financial planners, we not only manage investment portfolios and retirement accounts, but we work to consider all six areas of wealth management for clients, including retirement, taxes, investments, insurance (life/long-term care), education savings, and estate planning. We feel strongly that your success depends on how effectively these considerations are made collectively.

Do You Share These Concerns?

“My spouse and I are nearing retirement. How do we turn our lifetime of savings into income? Which pension option is best to choose? When’s the right time to start collecting our social security benefits? What’s the best way to protect our hard-earned assets?”

“With so many competing financial goals, what should I be making a priority? College savings, retirement savings, insurance coverage, or debt reduction?”

“I’d like to be sure that as I age my finances are in order, that my assets are protected, my end-of-life wishes in place, and my will and beneficiary designations reflect my wishes for my legacy.”

“I really want my investments to make an impact and don’t want to compromise my values to get a decent rate of return. Am I dreaming, or is that possible?”

“I don’t want to be investing my money in companies that are polluting our world, nor supporting those that have sweatshops and don’t treat their workers humanely.”

“I’m a woman who has worked hard in the corporate world, yet most often paid less than my male co-workers who performed similar work and, in many cases, less productively than me. That’s simply not fair, and I don’t want to invest in companies that discriminate in compensation based on gender or ethnicity. There should be equal pay for equal work–plain and simple. I want to invest in companies that get that!”

“Why do companies have mostly older, white men on their corporate boards and in their executive suites? Why not be more representative of your customer base? You would be more likely to be aware of your customer needs and changing lifestyles.”

Who Benefits From Our Advice?


  • Individuals
  • Multigenerational Families
  • Business Owners
  • Corporate Executives


  • Endowments
  • Foundations
  • Trusts
  • Retirement Plans