Solutions

We help you create meaningful impact while optimizing the tax efficiency of your charitable giving.

Strategic charitable planning

• Donor-advised fund evaluation and setup
• Charitable trust strategies
• Family foundation guidance

Tax-efficient giving strategies

• Appreciated securities donation planning
• Qualified charitable distributions
• Bunching strategies for maximum impact

Legacy planning integration

• Multi-generational giving strategies
• Family values alignment
• Charitable mission development

We help you make strategic decisions about debt and leverage, ensuring your borrowing aligns with your overall financial goals.

Comprehensive lending analysis

• Debt structure optimization
• Interest rate evaluation
• Cash flow integration

Strategic borrowing solutions

• Securities-based lending guidance
• Mortgage and refinancing strategies
• Business lending coordination

Ongoing debt management

• Regular rate reviews
• Refinancing opportunity monitoring
• Integration with investment strategy

We help employers keep their plan compliant and running smoothly and we help employees retire better.

Clear and regular communication with you and your employees

• Annual plan review
• Quarterly investment monitoring
• Multimedia communication (in person, email, video, etc.)

Custom plan design to suit the organization and employee needs

• Employer matching and profit-sharing guidance
• Investments that include index, age-based and risk-based options
• Payroll compatibility and integration

Personal contact for participants

• Tailored communications to enroll and educate participants
• 1-on-1 assistance for enrollment and investment selection
• Individual retirement guidance

We provide secure, convenient access to your complete financial picture through our integrated technology platforms.

Schwab

• Trading and transfer capabilities
• Statement and tax document access
• Mobile account management

eMoney

• Account aggregation
• Budgeting and cash flow tools
• “What-if” scenario planning

Orion

• Client portal
• Holdings
• Performance
• Investment allocation

B Capital

• Capital Statements
• Tax documents
• Fund documentation

We help protect what matters most by identifying potential risks and implementing appropriate coverage strategies.

Comprehensive risk assessment

• Analysis of current coverage and potential gaps
• Review of personal and business insurance needs
• Integration with estate and tax planning

Strategic coverage recommendations

• Life insurance solutions for wealth transfer
• Long-term care planning
• Disability income protection

Ongoing policy management

• Regular policy reviews and updates
• Claims advocacy when needed
• Coordination with other experts

We help preserve your legacy through comprehensive estate planning that reflects your values and wishes.

Estate plan development

• Comprehensive review of current documents
• Family meeting facilitation
• Coordination with estate attorneys

Wealth transfer strategy

• Tax-efficient transfer techniques
• Trust structure evaluation
• Beneficiary designation review

Legacy preservation

• Regular plan updates and reviews
• Family education and communication
• Digital asset planning

We take a proactive approach to tax planning, working year-round to identify opportunities and implement tax-efficient strategies.

Year-round tax strategy

• Ongoing monitoring of tax law changes
• Interfacing with tax professionals

Implementation of tax-efficient solutions

• Investment placement optimization
• Charitable giving strategies
• Retirement distribution planning

Multi-generational tax planning

• Estate tax minimization strategies
• Family gifting coordination
• Business succession planning

Our investment approach puts planning first. We focus on what your wealth means for your life, not just your portfolio.

A Personalized Investment Strategy Aligned With Your Goals

• Comprehensive risk assessment and portfolio design
• Regular rebalancing and tax-efficient management
• Integration with your overall financial plan

Clear Communication and Education

• Consistent portfolio reviews
• Market updates and relevant insights
• Investment education tailored to your knowledge level

Active Portfolio Oversight

• Ongoing monitoring and risk management
• Proactive adjustments based on market conditions
• Regular performance reporting and analysis

Alternative Investments

• Access to unique asset classes
• Broaden diversification by adding uncorrelated assets
• Protect against volatility