Considerable time is devoted in the early stages of an investment planning and management engagement exploring each client’s personal history, family obligations and goals for the future. This is in addition to detailed inquiry into all aspects of the client’s financial affairs. Only by forming a complete picture of the client’s personal background and finances is the firm able to develop, implement and manage a successful investment and wealth management plan.
During these initial conversations, other crucial financial needs arise which are noted and addressed as the engagement begins and grows over time. These additional wealth management areas include:
- Insurance
- Savings and Credit
- Estate Planning
- Family Giving and Transfers
- Charitable Giving and Philanthropy
- Retirement Planning
- Taxes
The firm actively works with each client’s attorney, tax preparer, banker and insurance professionals to assure a complete and coordinated wealth management strategy.