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Guiding the Accumulation & Preservation of Your Wealth

Our Services May Include:

Investment Management

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Your financial goals are unique, so we work with you to create a customized portfolio to meet your needs. In most cases, we believe a diversified portfolio of equities, and fixed income may offer optimal risk-adjusted returns. Alternative Investments and access to Private Market Investments are occasionally included.

Financial Planning

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Our comprehensive financial planning process allows us to work with you to seamlessly integrate your entire financial life into a focused plan giving you the confidence that your assets are working toward your goals.

Retirement Planning

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Approach and remain in retirement with confidence. Our process reviews your 401(k)s, 403(b)s, 457s, traditional and Roth IRAs, pensions, social security benefits and all of your assets. We help determine the most tax-efficient methods to withdraw assets, the optimal time to start taking Social Security benefits and develop a plan for Required Minimum Distributions (RMDs). 

Small Business Retirement Plans

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We help small businesses create and maintain a retirement plan that’s right for their business needs and retirement goals. Retirement plans can help attract and retain employees, and offer tax breaks.

Tax Planning

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It’s not only about investment returns, it’s what you keep after taxes. Many advisors only focus on returns. We focus on both the investments and the tax consequences. We have a strategic partnership with Capaldi, Reynolds, & Pelosi, Certified Public Accountants. P.A. (with over 30 CPAs on staff). We also have two CPAs on our investment team. Our investment selection often focuses on your after-tax returns which means more money in your pocket.

Estate & Family Wealth Planning

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Formulation of a combination of financial strategies in concert with your legal counsel, including trusts, life insurance and gifting to reduce the taxability of your estate, preserve family wealth, and facilitate business continuity.

Insurance Planning

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Development of a comprehensive insurance plan to help protect your family from severe financial loss and help ensure that they are adequately protected; includes, but is not limited to, life, disability and long-term care insurance.

Business Succession Planning

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Whether you are planning to sell your business, incorporate new partners, or transition your business, we can help you find the right professionals to work with.

Equity Compensation Planning

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We help clients optimize their equity compensation plans by structuring a precise road map to exercise their options. We use a custom goals-based planning approach with a focus on tax efficiency and optimal timing. The taxes and timing of these plans can be complex. We help simplify and illustrate “what-if” scenarios, for clients to understand and feel comfortable that they’re making the best decision to maximize their earnings.