Every Decision We Make Is Coordinated To Reduce Taxes, Grow Your Wealth, And Protect Your Legacy.

Our Integrated Wealth Management services coordinate tax planning, investment management, and estate planning in a comprehensive advisory framework. Annual fees range from 0.25% to 1.25%, depending on the value of assets under management. All client assets are held with Fidelity Investments, our designated third-party custodian..

What We Offer

• Tax Planning & Strategy
  Prior-year review, analysis, and observations. Tax reports, scenario analysis. Ongoing communication and collaboration with your CPA throughout the year to assist in planning and implementing your tax strategy.

• Investment Management
  Tailored, high-caliber investment portfolios from individual equities and ETFs to municipal bonds and US Treasury Bills. Every strategy reflects the distinct needs and ambitions of each client. Ongoing market analysis, commentary, and updates are provided. All clients have access to Fidelity Investments' digital platform.

• Estate Planning
  Beneficiary designation review. Estate & Legacy coordination with your attorneys and tax professionals. Structure assets according to your plan. We can drive the estate plan process for you, including POA, Healthcare directives, Will(s), and revocable Trust. Alternatively, full collaboration with your estate attorneys is encouraged.

We play a key role in the Wealth Management process by helping you understand your financial picture, clarify your goals, manage your investment accounts, and coordinate with legal and tax professionals to ensure everything works together. We can help structure your assets in a tax-efficient way, review beneficiary designations, evaluate insurance needs, and create investment strategies to preserve wealth for future generations.

We also help you stay organized, keep your plan and portfolio updated as your life changes, and make sure your wishes are carried out smoothly—reducing complexity for you now and for your loved ones later.