Investor Access
High-Net-Worth Individuals

High-net-worth individuals

The high-net-worth clients who come to us have complexities regarding their wealth that require us to go beyond the scope of traditional financial planning. To help them, we provide comprehensive wealth management services that take a more in-depth approach in dealing with issues like estate planning, asset allocation and tax management. We will discuss trusts as well as charitable planning. In addition, legacy planning and family gifts become more of a reality as we age, and we want to help ensure that not only assets are passed to loved ones but also values.

We will also be happy to coordinate our efforts with your other professionals, such as your attorney and accountant, to develop and manage a single unified plan that encompasses all key aspects of your financial and personal life.