Our Services
Our comprehensive services blend investment management with proactive estate planning, turning your wealth into a key asset for achieving your life’s ambitions. With meticulous care and foresight, we steer your path to prosperity, prioritizing your well-being every step of the way.
Welcome to a partnership founded on an unwavering dedication to your success.
Comprehensive Wealth Management
We integrate all areas of your financial life into a single, cohesive approach, encompassing:
- Retirement and tax planning
- Investment management
- Wealth transfer
Investment Management
Our portfolios are globally diversified, research-driven, and aligned with your goals. We provide disciplined oversight with regular rebalancing and tax-conscious planning.
Estate Planning & Wealth Transfer
Through our partnership with Savant Wealth Management, we can help you create a plan to preserve your wealth and transfer it efficiently. We work with a team of specialists to handle everything from basic document preparation to complex strategies for multi-generational wealth and philanthropic goals.
- Estate plan design & implementation
- Trust strategy development & administration
- Tax-efficient wealth transfer techniques
- Business succession planning
- Charitable giving strategies
- Family governance & education
- Coordination with your existing legal & tax advisors
Trust Services
Through our partnership, we provide professional trust administration with a local, personal touch. We act as professional fiduciaries, managing trust assets and distributions according to legal documents. This service is designed to build financial security for beneficiaries while relieving family members of a complex responsibility.
- Professional trust administration & management
- Investment management of trust assets
- Distribution planning & execution
- Comprehensive trust accounting & reporting
- Tax preparation & compliance
- Beneficiary communication & education
- Coordination with family advisors
Company Retirement Plans
We assist companies in designing and managing retirement plans aimed at attracting top talent and minimizing administrative burdens. Our approach involves collaborating with you to develop a beneficial employee benefit, managing fiduciary risk, and supporting your employees in optimizing their plan experience.
- Retirement plan design & implementation
- Fiduciary oversight & risk management
- Investment menu selection & monitoring
- Employee education & enrollment support
- Compliance monitoring & reporting
- Plan administration coordination
- Regular plan performance reviews
Tax Planning
Tax strategy is embedded throughout our process, not treated as a separate exercise. As a firm with in-house CPA experience, we take a proactive, multi-year approach to identify opportunities that can significantly impact your long-term wealth. We coordinate tax planning across all areas of your financial life—from investment decisions and retirement distributions to estate strategies and charitable goals. This integrated approach helps minimize lifetime tax liability and preserve more wealth for you and your beneficiaries.
- Tax-efficient investment strategies & asset location
- Roth conversion analysis & implementation
- Charitable giving optimization
- Income positioning & timing strategies
- Multi-year tax projections & scenario planning
- Capital gains harvesting & loss management
- Business owner tax strategies
- Integrated tax preparation & advisory services
Which Service Aligns With Your Current Needs?
Every client’s journey is different.
Whether you’re planning for the future, managing your legacy, or optimizing benefits for your team, our dedicated team is here to help.
Explore our services to find the right solution for your goals.