1540 The Greens Way
How We Work
Our service model is integrated across the full range of financial disciplines, bringing you a comprehensive approach to wealth management. This approach combines investment management, financial planning, advanced planning and relationship management to help you achieve your goals.
We understand each person’s situation is unique and we approach every client relationship as such. We want you to have the financial confidence to live the life you want to live. Our comprehensive wealth management services are designed to help you achieve that goal. These services include Investment Management, Wealth Enhancement, Wealth Planning, Wealth Transfer, Insurance, Tax Planning, Philanthropy and Charitable Giving. We also offer guidance and support to clients going through a divorce through our Divorce Advisory Group,
We regularly review your goal-based plan with you to confirm you are on track to reach your objectives. We also check in to determine if any changes have occurred that impact your overall financial health. We understand life circumstances change and these variations can impact your wealth. Managing wealth is a dynamic and ongoing process. The services needed at the beginning of your relationship with us may not be the same as those needed after a significant life event. We are here to help you stay on course every step of the way.
Comprehensive Expertise in Coordination with Your Professional Advisor Network
Our comprehensive know-how and professional network allows us to skillfully access and apply the very best resources and most relevant wealth management solutions to meet your goals and challenges. To ensure consistent, thorough attention to your needs, we also work closely with your private banker, insurance advisors, tax, and legal advisors. Hover over each of the areas of expertise in the graphic below to learn more about our comprehensive offerings.
Increase cash flowDecrease TaxesDecrease Debt Property and Casualty InsuranceLong-Term Care InsuranceLife InsuranceTitling of AssetsProtection of Wealth Develop and implement an estate plan in conjunction with your Estate AttorneyReview wills and trustsCoordinate and monitor estate planning documentsBeneficiary designations Investment policy created based on your goal-based planStrategic asset allocationIn depth, due diligence performed on all investment selections Philanthropic giving strategiesAnnual gift management Analyze insurance needs and existing coverageReview Long-Term Care, life and disability insuranceBusiness insurance including buy/sell and key man Annual review of income tax returnsProactive suggestions to minimize current and future tax liabilities