Wealth Management

We are stewards for our clients’ futures and well-being. We engage in collaborative relationships to develop tailored strategies for each client’s specific needs.

We offer retirement planning for both individuals and businesses, including several types of Individual Retirement Accounts (IRA). In fact, we have a dedicated Retirement team that can work with you to establish retirement accounts and profit-sharing plans.

Providing a meaningful legacy for heirs is a common goal. We believe trust and estate planning should integrate capital-markets expertise, varied investment disciplines, estate and tax planning, and the unique circumstances of your individual family. We are knowledgeable in a range of specialized trusts that can minimize taxes and maximize bequests to your loved ones.

College tuition for children and grandchildren is one of the most meaningful investments your family may ever make. Through thoughtful planning and disciplined saving, even the most ambitious educational goals can become attainable. We help families evaluate and coordinate funding strategies — including 529 College Savings Plans, custodial accounts, and other investment vehicles — to build a plan aligned with your goals.

We provide tailored guidance for managing equity compensation and concentrated holdings, helping you unlock value, reduce risk, and align these assets with your broader financial plan.

Another core strength is our ability to guide clients through the often-challenging process of exercising stock options. Timing, reinvestment of proceeds, tax considerations, and other factors require sound advice in this tricky financial area.

We have many tools that can help you manage finances, track activity, and achieve increased liquidity through loans and lines of credit, including access to credit for most personal, consumer, or business needs.

We help you minimize your tax burden by identifying opportunities for efficiency across income, investments, and estate planning—so more of your wealth stays working for you.

We help you align your business transition with your personal financial goals and maximize the return on your life’s work while creating continuity for your family and other key stakeholders.