Individuals

We offer comprehensive wealth management and financial planning services that fully integrate all aspects of an individual or family’s life. Every facet of our planning is customized to the goals, needs, and timetable of the client. We simplify financial issues and educate clients on all the areas that could affect their decision making. We are particularly attentive to critical transitional life events, such as the needs that arise at the loss of a spouse, divorce, or employment changes. While not all-encompassing, since every situation is unique, below is a list of services we commonly provide our individual clients and their families.

Services for individuals include the following, among others:

• Investment Management & Asset Allocation
• Retirement Planning & Projections
• Pension & Social Security Planning
• Income Tax Planning
• Estate Tax Planning
• Philanthropy & Charitable Giving
• Income Tax Mitigation & Tax Loss Harvesting
• Family Wealth Transfer Strategies
• Insurance Planning & Strategies