Business Succession Planning

The majority of businesses in the U.S. are closely held, however many fail to survive into the second generation. Owners spend a lifetime building their business but too often neglect to plan for its eventual transfer to a successor. Business succession planning includes developing a desirable exit strategy for the owner and ensures the business’s continued success after its transfer, whether it be to a family member, shareholder or partner, or third party. 

Asset Management

Comprehensive portfolio analysis, construction, and management. Includes ongoing monitoring and reporting. We work hard to maximize your portfolio’s performance because unlike commissioned brokers, whose compensation is tied to trading activities, our fee-based compensation is directly linked to the success of your investments. When you establish a relationship with us, you can be assured that our focus will be on planning and the growth of your assets, not on a commission.

Financial Planning

Expert financial planning and analysis. Includes a thorough review of your overall financial situation, identifying your long-term financial objectives, and careful monitoring of your progress in achieving those goals. As your financial advisor, we play an integral role in helping you select and remain committed to a long-term investment strategy.