• Investment Management
• Life Planning

Will I have enough to retire when I'm ready?

Is my nest egg big enough to last the rest of my life?

What is the best way to save for my children or grandchildren's education?

I need to withdraw a set amount each month for living expenses. Should I take the money from my retirement account or trust account?

The decisions you make today may have an impact on how you live tomorrow. We help you understand the most tax efficient and risk-appropriate investment and savings strategies to achieve your short and long-term goals.

Periodically, we conduct a thorough retirement analysis to gauge your financial future given a wide range of allocation, spending, inflation, and market scenarios. We use randomly generated variable returns, called Monte Carlo simulation, to more closely resemble the variability of real-world investment returns. Monte Carlo analysis quantifies your likelihood of financial "success" under varying assumptions.

Charitable Giving

We work with you to develop a thorough understanding of your philanthropic goals. We advise on strategies that make donating to your favorite charities easy and seamless while seeking to optimize the tax effect of your contribution.

We leverage our substantial experience to help you manage a number of charitable trusts and advise you how best to take advantage of the tax benefits of donating stock to your preferred not-for-profit organization.