Wealth advice for your life's goals

 We make a real impact in the lives of our clients by guiding them through significant life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

  • Retirement planning

    Are you ready for a retirement that could span 30 years or more? What’s the right plan to help make sure your retirement funds last? The longer you spend in retirement, the greater the impact these decisions can have. Our team will work with you to help preserve your lifestyle and livelihood in retirement by understanding your goals, risk and time horizon.

  • Multigenerational families

    What is the best way to pass on my wealth—and my values—to my children? How do I educate my children about financial responsibility? These are just a few of the many questions we can help answer. Our team has the knowledge and experience to help you steward your life impact to future generations.

  • Philanthropy

    What are the causes you are passionate about? Whatever your objectives, we can help you explore new and innovative ways to positively impact on the world. We’ll work with you and family members to help provide education on philanthropy, practical solutions and tax-efficient investment strategies for creating a meaningful and lasting legacy.

  • Wealth Transfer & Estate Planning

    Wealth transfer planning involves the smooth transition and distribution of wealth according to your wishes and based on your values. With proper estate planning, you decide to whom, how, and when your assets will be distributed, and who will manage your estate. We help you minimize potential taxes, protect your assets and develop a charitable giving plan.

  • Business Succession

    For private, owner-managed, or family-owned businesses, a solid succession plan can drive the growth of the company, reduce taxes, and set the stage for retirement. Family-run businesses may benefit further by focusing on preserving harmony within the family.