COMPREHENSIVE RETIREMENT PLANNING

Because your lifelong goals deserve so much more than a spreadsheet.

We work with a wide range of clients, but we also know that you and your needs don't fit into any specific "category". ​That’s why we take a genuinely holistic approach to the services we offer. We examine your wealth goals not only through investment management, but also via coordination with other professionals. We construct and implement comprehensive wealth plans that cover:

Financial Planning

• Comprehensive modeling of your net worth to provide you with a framework for quantifying financial decisions
• Proactive guidance on all financial matters, including saving and distribution (income) in retirement, housing decisions, debt management, insurance needs, and estate planning strategies
• ​Ensuring that all of the above remains optimized without you needing to spend time or mental energy on it

Portfolio Management

• Holistic portfolio strategy integrating all of your accounts, customized for your goals and risk tolerance
• Low-cost, tax-conscious, investment methodology implemented using funds from Dimensional Fund Advisors (not available to retail investors)
• Monitoring for rebalancing and tax loss harvesting opportunities
• Strategic placement of asset classes across your household's accounts to optimize tax efficiency
• "Behavioral finance coaching" to ensure you stick to your investment plan regardless or market turbulence or daily news cycle

Tax Planning

• Integration of tax and investing strategy to maximize after-tax returns
• Direct communication between tax preparer and wealth advisor means that you don't have to spend time coordinating your financial life each tax season

Schedule a Consultation