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Managing Wealth

Managing Wealth

Your financial life is much more than the sum of your investments. We understand the opportunities and challenges that wealth can bring.  Our advisors look at the whole picture. Applying a panoramic view, we work to minimize obstacles and maximize options in the context of your values and vision, throughout generations.

Our proprietary SCOPE process helps us understand your goals and delivers a full life return. That might involve:

  • Understanding your family situation
  • Planning for educational funding and debt elimination
  • Creating smart tax strategies
  • Helping you manage your spending
  • Collaborating with an attorney to plan your estate
  • Guiding your philanthropy
  • Managing stock options
  • Analyzing your insurance needs
  • Gathering and analyzing data from your existing retirement, investment, and savings accounts
  • Designing and implementing an investment strategy based on your needs and values
  • Managing or unwinding stock concentrations
  • Access to WealthVision, the online financial dashboard that lets you see your financial life at a glance
  • Ongoing consultation, review, rebalancing, and updates
  • Family office services, including personalized statements, bill pay, and professional referrals and collaborations
Private Wealth Manager