For individuals with significant wealth and owners of closely-held or family-held businesses, financial planning and management bring new challenges and opportunities. Our Wealth Management Platform includes all components of our Comprehensive Financial Planning Platform, as well as additional services that feature strategies and controls to maximize value, minimize risk, ensure continuity, and protect business interests.

We create and implement strategies to limit your exposure and safeguard you and your family from events that could negatively impact your business and wealth. Our cutting-edge services include:

       * Continuity planning, succession planning, and transition planning
       * Business analysis and risk assessments
       * Review of investments and commercial real estate holdings
       * Asset protection strategies and buy-sell planning
       * Key employee planning

To explore how our Wealth Management Platform can work for you, call to schedule a no-obligation meeting with one of our senior planners.