Wealth Management Consulting Services

We provide clients with collaborative wealth management, merging sound planning and intelligent investing.  We are committed to acting in your best interests.  Accordingly, we offer a flexible team approach to meet your needs in the following areas:

• Wealth management advisory services
• Retirement income planning
• Personal financial planning
• Estate and gift planning
• Business succession planning
• Coordination with your other advisors (e.g. investment advisors, attorneys, bankers, insurance professionals)
• Individual income tax planning and compliance
• Investment bookkeeping
• Cash flow analysis and projections