Wealth planning is about more than retirement or wealth transfer. It is about fully realizing your and your family's specific goals and vision by marshalling the right strategy, resources and support. It starts with a thorough understanding of your situation and objectives and continues with thoughtful recommendations and close coordination with any other personal advisors. As external influences or personal circumstances change, effective wealth planning is consistently sustained through diligent management, the highest fiduciary standards of service, and proactive counsel.
We bring more than two centuries of experience to bear in serving our clients—there are few wealth challenges we haven't seen, or helped to solve. Equally important, we share our technical knowledge and deep experience with your other advisors, thoughtfully and collaboratively applying our resources to further your goals and ensuring a comprehensive wealth management plan.
Daughter graduation from CSU and son and my wife Marsha on the right.
With long time clients Wanda and Joe in Addis Ababa Ethiopia