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Services Overview | What We Work On

Our practice specializes in implementing advanced strategies for retirement, cash flow & liquidity management, risk management, and asset protection. We accomplish this by prioritizing the wealth, business, and personal factors that will drive the most value for you, and by organizing, coordinating, and quarterbacking all parts of your wealth picture to achieve proper balance.

  • If you're a business owner, our strategy implementation expands to include not only your personal wants and needs, but also how protecting, growing, and exiting your business integrates into those objectives. Where appropriate, we guide strategic plans to attract, retain, and reward the key employees that unlock transferrable value and maximize the biggest asset in your life: your business.
  • For high-net-worth individuals, we offer access to a broad offering across private equity, private debt, hedge funds, and real assets, paired with experienced advice and curation from credible specialists. Perhaps more importantly, we holistically plan on how to include private investments within your overall wealth-management context. We can perform custom existing portfolio risk factor analysis to determine how best to mitigate existing exposure with selected, targeted private investment solutions. We can also work with structured products, where appropriate, to match risk/reward dynamics to your unique situation and wants.
  • For those just getting started, or who want a lighter touch engagement, we also offer an array of services to get you on your way including debt monitoring and optmization, cash flow management to systematize your savings, and robo-advisor investments through VestWiseTM.

We offer personalized, consultative, hands-on service. We educate our clients about relevant financial concepts and solutions, and work to remove mystery, disorganization, and inefficiency from investing, insurance, estate conservation, and wealth preservation and growth.

We understand the challenges of modern long-term financial, retirement, and transfer planning. We develop sophisticated customized plans to overcome these challenges as they present in your world and based on your specific goals. 

Investment Solutions

  • Bonds
  • Common Stock + ETFs
  • Index + Mutual Funds
  • Hedge Funds (Multi-Strategy)
  • Private Equity (Multi-Strategy)
  • Private Credit/Direct Lending
  • Real Assets
  • Structured Products
  • Treasuries & Government Securities
  • Buffered/Indexed Variable Annuity
  • Fixed Income Annuity
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Robo-advisor Investing (VestWiseTM)
  • Brokerage Accounts

Basic & Core Planning

  • Income Management
  • Cash Flow Planning
  • Student Loan / Debt Optimization
  • Custom Investment/Asset Management
  • Retirement Planning Strategy
  • Distribution Strategy
  • Tax Planning
  • 401(k), 403(b), TSP Planning
  • College Planning
  • Estate Planning

Advanced Planning

  • Stock/Equity Compensation Planning
  • Managing concentrated equity/stock positions.
  • Tax-Layered/Tax-Managed Investing 
  • Custom Portfolio Risk Factor Analysis with Private Investment Pairing
  • Investment/Asset-Backed Credit Lines
  • Charitable/Philanthropic Solutions
  • Retirement Health Care
  • Special Needs Planning
  • Business Valuation Services
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Executive Bonus Plans
  • Non-Qualified Deferred Comp Plans
  • ILITs and Charitable Remainder Trusts
  • Special Purpose Trusts
  • Exit & Succession Strategy

Insurance & Protection

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance
  • Business Group Benefits
  • Buy-Sell Funding
  • Umbrella/Liability Review
  • P&C Insurance Review

For more information about our practice and the services we offer, please reach out to our office. We would welcome the opportunity to speak with you to determine if we can be a resource.

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