Fee-based Investment Management
Asset allocation and diversification strategies
Household
Portfolio
Region and sector
Security

Capital gain and income tax planning

Concentrated positions (low basis securities)


Advanced Financial Planning
Wealth Enhancement
Business Valuation,  Sale, and tax minimization strategies

Wealth Transfer
Estate, gifting, and generational wealth transfer

Wealth Protection
Business and personal risk management (business and personal liability and/or insurance needs)

Charitable Giving
Planned giving strategies
Tax impact
Strategic/Venture philanthropy (higher level of personal involvement in cause)
Private foundation management and creation

Selling a business
Business valuation issues
Positioning business for sale
Determination of value
Maximizing sale price
Identifying potential buyers
Tax minimization strategies
Federal and State capital gains taxes
Family Limited Partnerships
Closely held planning opportunities
Succession planning
Intergenerational business transfer
Family succession planning
Estate planning opportunities

Full or partial retirement
Investment and management of proceeds
Income needs/ cash flow analysis
Retirement plan rollovers
Income tax saving strategies

Forced Disability


Relationship Management
Understanding and addressing client needs over time

Assembling / managing a network of the leading specialists serving owners and entrepreneurs

Effectively collaborating with clients’ other professional advisors (CPA’s, Attorneys)