Wealth management that runs on relationships
Retirement planning and wealth management isn’t just about portfolios and assets; it’s about people and aspirations.
Wealth management that runs on relationships
Retirement planning and wealth management isn’t just about portfolios and assets; it’s about people and aspirations.
We work hard to take all that complexity and make it simple for you by coordinating each of them. For certain qualifying clients, we may pay local attorneys, CPAs, and insurance specialists to deliver critical counsel that adds key elements to your overall plan. This brings confidence and rest to your financial life and keeps your plan moving steadily forward.
What is a “family office” and where did the idea for it come from? Historians point to John Rockefeller as setting up the first family office. Rockefeller’s fortune warranted hiring a dedicated team of accountants, real estate managers, attorneys, investment managers, and concierge specialists. The family office managed all the areas involved in the family’s wealth.
We call our offering Family Office Lite™ because our clients rarely need foundation management, real estate management, or concierge services. As a result, we focus on delivering the primary components of the family office (financial planning, investment, tax, insurance, estate planning), creating more space to allow you to do what you love.
Serving You, Wherever You Are in Life
Bringing you confidence along your financial journey.
Approaching Retirement
The years approaching retirement are the best time to construct a robust retirement plan.
In Retirement
Retirement can be a fulfilling season of doing things you enjoy with people you love.
Life Transition
A major change in your career, marital status, city of residence, or health can affect your finances in many ways.
Family Office Lite
Taxes. Investments. Estate plans. Health insurance. Each area is complex and impacts the others, but professionals have historically done little to coordinate with areas outside their discipline. We work hard to simplify all that complexity by coordinating each part. For qualifying clients, we pay local professionals to deliver critical counsel that adds key elements to your overall plan.
That’s why we get to know you through a series of meetings, listening intently.
We start by working together to clarify what matters most to you. Before getting deeply into projections and strategies, we need to understand what is most precious to you.
Education
As our process continues, planning opportunities and questions and tradeoffs begin to emerge. We educate you about tax strategies, estate planning, investment allocation, health insurance, Social Security benefits, identity theft prevention, and more.
A Simplified Plan
Most importantly, we simplify your financial life by bringing all those elements together into a thoughtful plan in simple, human terms and by helping you thoroughly implement each step in the plan. Our Family Office LiteTM offering is the deepest level of simplification and coordination that we provide
We begin by seeking to understand the people, activities, and causes that bring you energy and life.
This information can’t be found in your portfolio, and it’s not always easy to put into words.
Wealth Can Be Complicated, But It Doesn’t Have to Complicate Your Life
That’s why we’re here – to simplify and coordinate your financial world.
Education
Piece by piece we build your financial plan together with you. No lengthy boilerplate or generic output here. Instead, we collaborate with you over multiple meetings so that you can question the process, we can modify assumptions, and we can explore a range of potential outcomes. The result is a plan tailored to your unique situation that addresses your key questions.
Education
Piece by piece we build your financial plan together with you. No lengthy boilerplate or generic output here. Instead, we collaborate with you over multiple meetings so that you can question the process, we can modify assumptions, and we can explore a range of potential outcomes. The result is a plan tailored to your unique situation that addresses your key questions.
Education
Piece by piece we build your financial plan together with you. No lengthy boilerplate or generic output here. Instead, we collaborate with you over multiple meetings so that you can question the process, we can modify assumptions, and we can explore a range of potential outcomes. The result is a plan tailored to your unique situation that addresses your key questions.
Education
Piece by piece we build your financial plan together with you. No lengthy boilerplate or generic output here. Instead, we collaborate with you over multiple meetings so that you can question the process, we can modify assumptions, and we can explore a range of potential outcomes. The result is a plan tailored to your unique situation that addresses your key questions.
Education
Piece by piece we build your financial plan together with you. No lengthy boilerplate or generic output here. Instead, we collaborate with you over multiple meetings so that you can question the process, we can modify assumptions, and we can explore a range of potential outcomes. The result is a plan tailored to your unique situation that addresses your key questions.
Education
Piece by piece we build your financial plan together with you. No lengthy boilerplate or generic output here. Instead, we collaborate with you over multiple meetings so that you can question the process, we can modify assumptions, and we can explore a range of potential outcomes. The result is a plan tailored to your unique situation that addresses your key questions.
You
Seeking mindful rest to focus on the family, causes, and activities that give you energy and life.
Us
Dedicating every day to make sure you have the financial freedom to think beyond money.
Meet Your Team
Learn More About Your TeamIf you want a relationship that does more, let's talk.
Retirement Planning Services
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