You’re not a client, you’re family.
Connecting You With Us.
1
What are you looking for?
You’ll be asked a few questions to help us tailor our suggestions.
2
Personalized suggestions.
We’ll share who from our team is the best fit for your needs and preferences.
3
Choose the right Advisor.
Schedule a free discovery call with your recommended advisor to see if they’re the right fit.
In your ever-changing life, the constancy of the familiar - and of family - can be a source of confidence and comfort, especially when it comes to making important decisions on how to manage your evolving financial picture.
The recently divorced or widowed
You find yourself in charge of your own finances after your spouse, partner or significant other always took care of them. The financial responsibility can be overwhelming and confusing – where do you begin? We’re here to be a calming voice and a steadying shoulder to make this transition as smooth as possible.
The suddenly wealthy
What do you do when, for whatever reason, you suddenly find yourself holding an exceptionally large amount of money? It could be from an inheritance, stock options, a job-change salary increase or bonus, a legal judgment – or maybe you won the lottery (it happens!).
We can educate you on how to care for your newfound wealth, show you how to be a good steward of your assets, enjoy a lifestyle you only dreamed of and leave a legacy for your family. Our team specializes in helping you navigate this new financial road you’re on so you can grow, preserve and pass along your wealth.
The new investor
We love assisting new investors in taking their first steps in managing their wealth – and often into exciting chapters of their lives. Are you starting a new job or changing jobs and need to do a 401(k) rollover? Maybe you’re thinking of buying a car or a home – or starting a family of your own? Perhaps you need to clean up the student loans from your last “chapter” so you can start the next with a clean slate?
Whatever your need, we can help you prioritize your expenditures – while teaching and empowering you along the way to make smart choices when it comes to your finances.
