With increasing wealth, comes increasing responsibility. Most people believe they can achieve all of their financial objectives in life by just merely investing in the capital markets. To achieve complete financial freedom throughout one’s life, one must plan for and manage all types of risks and life style changes. To aid our clients in living a worry-free life is why we offer the full spectrum of wealth management services.

We offer Retirement Planning, Estate Planning, Tax Advice and Planning, Insurance and Risk Management, and Asset Protection Services. These services are available through our professional network of Attorneys, CPA’s, and CFP’s. They are available as individual services or as a fully inclusive package.

These Wealth Management services are offered outside of the scope of our investment management services and are available to clients on an hourly basis or at a flat fee. The hourly fee rate is $150.

What is Wealth Management?

Wealth Management is a combination of Retirement, Estate, and Tax Planning, Insurance and Risk Management, and Asset Protection. Many families have to make difficult financial decisions after certain life changing events, such as selling a business or inheriting large sums of money.

The newly found wealth must be protected and at the same time, must grow to satisfy the future financial obligations or needs. Main objective in Wealth Management is to put all different components into one manageable picture. This is achieved by working closely with professionals of each component.

Wealth Management Services


Process of establishing a retirement income goal and gathering information about your potential sources of retirement income. The information is then used to help determine if your projected retirement cash flow is adequate to fund your needs.

  • Establish Retirement/Qualified Plans
  • Establish Plan Objectives
  • Determine Plan Allocations


Process of accumulating and disposing of an estate to maximize the goals of the estate owner. Various goals of Estate Planning include making sure the greatest amount of estate passes to the estate owner’s intended beneficiaries and providing for and designating guardians for minor children.

  • Prepare Wills and Estates
  • Administer Probate Process
  • Minimize Estate Tax Liabilities
  • Assist in Establishment of Trust Accounts
  • Determine Charitable Gifting Techniques


Devising strategies throughout a client’s investment horizon in order to minimize tax liability such as choosing a tax filing status that is most beneficial to the taxpayer.

  • Determine Applicable Expenses, Losses, Deductions, and Tax Credits
  • Determine Tax Implications of Business Structures


Well-designed insurance and risk management plan that allows you to user your financial and human capital to pursue one’s vision, unhindered by the need to maintain high reserves to cover potential losses.

  • Determine Insurance Needs
  • Determine Applicable Annuities, Life Insurance, Health Insurance, and Homeowner’s Insurance
  • Assist in Purchasing and Pricing Life Insurance
  • Administer Insurance Trust Accounts


Refers to the utilization of legal techniques for protecting one’s assets from judgments.

  • Suitable Beneficiary Arrangements
  • Beneficial Property Titling

Wealth Management DIY

Don’t need the full spectrum of our Wealth Management services? Our Wealth Management Portal provides access to eMoney Advisor’s award-winning financial planning software, account aggregation and resources to prepare our client’s secure financial future at no additional cost. eMoney Advisor is owned by Fidelity Investments.


All of your financial account balances updated daily and accessible all in one view.


Easily track your spending and monitor your progress at reaching your goals.


Connect all your accounts and financial information for an organized, consolidated view.


Reflect your current account values, allocations, market changes and much more!


Secure storage facility for your financial documents and more.


Know where you are and where you need to be with your most important financial goals.


Library of videos and articles to help improve your financial literacy.