Learn more about our financial services
Wealth management
We offer investment advice that helps you manage your wealth from our dedicated team of specialists. We believe in managing wealth using global diversification*, active rebalancing and tax loss harvesting** . We will measure your risk tolerance and time horizon and recommend strategies best suited for you.
*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
**Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.
Financial planning
Engage us for a one-time financial plan or ongoing financial planning to determine if you are on track to meet your goals. We will meet with you to discuss your goals and make sure we understand all aspects of your finances. We will craft a financial plan specifically for you and then work with you, if needed, to implement the plan.
Financial Planning for Divorce
We help individuals in all stages of divorce determine how their settlement will affect their lifestyle and provide strategic, proactive suggested changes to the division of assets before the divorce is final. We have a vast amount of experience analyzing settlement agreements and marital balance sheets to help our clients set themselves up for the best possible future.