Integrated Account Aggregation

From the mortgage on your home to the insurance policy that protects it and even the last check you wrote on your money market account - there’s an easier way to access and view your financial information so you can make more informed financial decisions.

Through us, you’ll have access to an innovative solution that organizes and manages your financial and family information in one secure and private online location. It covers:

  • Bank accounts
  • 401(k) plans
  • Mortgages
  • Insurance policies
  • Car loans
  • Mutual funds
  • Brokerage accounts

What's more, the tool is updated nightly with the latest information, so you can always be confident that you're looking at the most up-to-date data. And because it's secured in the cloud, you can check your finances anywhere and on any device.

Want to gain access to a system that’s only offered by a handful of financial professionals? If you want to learn how this can help you understand how your financial picture fits together, book a meeting and let’s talk.

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Reimagining and Refining Retirement Planning

Retirement now is different than what it was for our parents and grandparents. So instead of just planning for it, why not redefine it?

Retirement planning is our specialty. With us, you have access to nationally recognized insights and approaches to planning for retirement in today’s challenging climate. Together, we’ll discover what you want to retire to, and the opportunities you want to explore when you’re no longer stuck in the 9-5.

We look at more than just assets. During the process, we’ll explore:

  • Your pre-retirement lifestyle and expenses
  • How you want to use your skills on your own time during retirement
  • The paths available to help you retire and stay retired the way you want

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Investment Management

Investment management is one of the key strategies we use during the total wealth management process. You’ll work closely with us to tailor an investment portfolio that fits your needs and comfort zone. Here, we’ll discover your:

  • Risk tolerance
  • Tax efficiency
  • Lifestyle considerations
  • Personal investing values, such as investing in environmentally and socially ethical companies (ESG)

Along with our integrated account aggregation system, you'll always be aware of your overall investment picture, so that decisions are made with your other assets and needs in mind.

Does My Portfolio Fit Me?


Wealth Transfer

Wealth transfer is much more than just passing on money. It’s the process of passing on your property, money, and other assets so that you don't have to worry about things like taxes or possible future legal battles.

We will work with you, your attorney, CPA®, and any other professionals to obtain a clear understanding of your desired goals and how the proper use of trusts and other estate planning tools can fulfill your wishes. This helps you and your heirs lessen the overall risk, avoid unnecessary taxes, and create your legacy.

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Insurance Analysis

Insurance is often a necessary component of your financial well-being, but without the right guidance, it can be hard to find the right coverage for all of your needs.

The pros, cons, costs, and benefits of the different types of insurance will be discussed and addressed as applicable. Thanks to our integrated account aggregation system, we can gain a full perspective on your assets and how they are protected.

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College Planning

Building your retirement while saving for your child’s future education is a delicate balancing act. But with careful planning, it’s possible to do both.

When you’re ready to start planning, we’ll work with you to review 529 accounts and other savings options. As college age gets closer, we’ll help you explore funding options so your child can pursue the education they deserve.

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Financial Planning For Families With Special Needs

Taking care of your family financially is important, but even more so if you have a family member with special needs. But the thought of planning for that can be downright overwhelming. After all, there's a lot to consider: How will their medical needs be met? What about housing and education? And what will happen when you're no longer around to provide for them?

We’re here to support you, so your investments, insurance, assets, and estate plans are coordinated correctly to avoid problems at trigger events. With proper planning, these trigger events—significant birthdays, the death of a parent, and changes in eligibility—should not create problems. We’ll work with you to understand the unique challenges of your family and its special needs membersOur experience and professional expertise in the challenges facing families with special needs members has made a difference for many of our clients.

Special needs planning demands a clear and unemotional response to an extremely emotional family dynamic. We have assisted many families who have dedicated their lives to making sure that their loved ones are taken care of. Over time, we have found helping our special needs families to be a hugely fulfilling part of our practice.

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