We oversee wealth for people who do not have the time, information, or resources to manage it effectively themselves. Our clients are high net worth families, celebrities, athletes, business owners, corporate executives, retirees, and small to large companies that want to benefit from goal-oriented financial planning. Our group also works with government agencies, employee benefit plans, ERISA qualified plans, endowments, foundations, family offices, and other institutional entities. We are interested in long-term relationships, not individual transactions. We design detailed financial plans for our clients, taking into consideration their investment needs, ability or willingness to assume risk, time horizon, and other factors that may affect their investment decisions. Not only do we design strategies for our client’s assets, but also their liabilities. Through our vast resources, we are able to meet our client’s personal, home/ commercial lending, and liquidity needs. Liability planning is a core aspect of our holistic planning approach, from refinancing to increasing cash flow, construction/ permeant financing, or obtaining access to capital.
We do this with a method called the A – B Approach:
A is where you are today; B is where you want to be.
The shortest distance between two points is a straight line.
Our fiduciary responsibility is to pick investments that help you get to B.