You have a substantial investment portfolio. Well done! But now, how do you preserve, grow and pass on your wealth?
Piecing together all the complex financial issues in your life can seem intimidating, overwhelming, and all around confusing. Understanding what investments you should hold in your portfolio to achieve your goals and how this portfolio affects your income taxes and estate plan is a continuous process. Proper professional guidance can simplify the process, bring you peace of mind, and help you execute sound financial planning to ensure you achieve your goals.
Since our inception, we have been helping clients design personalized and efficient investment portfolios in coordination with income and estate tax plans. With wealth comes many questions and concerns. We help our clients sort through the myriad issues and help them make the right decisions:
- How to preserve and grow your investment portfolio
- How to protect against financial risks
- How to make sure that you have enough to live comfortably
- How to minimize income and estate taxes
- How to include philanthropy into your overall plan
- How to efficiently pass on wealth while ensuring it is well protected
Unlike many financial advisors, we don’t sell anything other than our advice and counsel. We act as a fiduciary and put our clients’ interests first, providing unbiased advice. Most importantly, we focus on doing whatever it takes to make sure you achieve your financial goals.
Certified Public Accountant (CPA) is a designation given by the American Institute of Certified Public Accountants to those who meet education and experience requirements and pass an exam.
A Master of Science in Taxation (MST) is a highly specialized form of a graduate accounting degree that strives to build a solid core of knowledge in the complexities of tax law.
A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute, formerly AIMR, that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas, such as accounting, economics, ethics, money management, and security analysis.