Wealth Counsel

Our wealth counsel considers changes in your personal and professional life, the regulatory environment and financial markets.

Advice That Evolves With You

Wealth counsel is a fluid process that evolves over time. Our Wealth Advisors provide you with effective strategies throughout all stages of wealth; accumulation, preservation and building your financial legacy. The goal is to ensure your investments and after-tax cash flow requirements are properly integrated with personal, family and business needs which may include, but are not limited to:

  • Asset Protection Strategies
  • Business Succession Planning
  • Business Valuations
  • Diversifying Concentrated Positions
  • Divorce Services
  • Establishing & Funding of:
    • Private Foundations
    • Charitable Trusts
    • Donor-Advised Funds
  • Executive Compensation Analysis
  • Financial and Estate Planning
  • Pension & 401(k) Investment solutions
  • Retirement Planning
  • State Residency Analysis
  • Tax Planning
  • Wealth Transfer Strategies

Customized wealth counsel strategies should be periodically reviewed and modified to account for changes in lifestyle, level of investable assets, tax code, employment, and planned retirement age. Working together we can help secure your financial future.