About You
Are you looking for customized, risk-appropriate investment portfolios and consultative services? Our clients often seek our counsel when they find themselves faced with one or more of the following situations:
We need to grow our assets and plan for our eventual retirement. We're about to retire and will need to live off of our investment portfolio. I'm recently widowed and need help investing and making sense of all these trusts. We've just sold a business and need help investing the proceeds. We've received an inheritance and are not sure how to invest it for our needs. I'm getting divorced and need help managing my financial assets. We need professional advice for our endowment or foundation. We've set up a charitable remainder trust (CRT) and need professional investment management services. We're unhappy with our broker and want to explore the benefits of using an independent financial adviser. We are successful professionals or entrepreneurs and don't have the time to design, build, and monitor our investment portfolio. I just left my job after many years and would like to roll my 401(k) into an IRA with more investment flexibility. I've heard the rules on Roth IRA conversions have changed and wonder if a Roth conversion makes sense for me.