Estate Planning
We can help you preserve your legacy across generations. Trust us to administer and manage portfolios to meet the current and future needs of your beneficiaries according to your wishes.
The Importance of Estate Planning
We work with your best interest in mind to preserve and grow your legacy. As an independent, fee-only, Registered Investment Advisor, we take our fiduciary responsibility as a guardian and steward of your wealth as seriously as you do.
- Investment planning for trusts and estates
- Asset allocation of trusts to meet the needs of beneficiaries
- Asset allocation of estates to meet bequests and needs of beneficiaries
- Investment strategies to cover needs of executors and trustees
- Efficient administration of trust and estate portfolios to meet cash needs
- Customized investment portfolios of securities
- Management of investment portfolios to build wealth over time
estate planning is an important step to protect the interests of your family
We forge close professional relationships with our clients that last over generations. Therefore, it is important to us that we make sure that we and our clients are a good fit for each other. When clients seek to preserve their legacy and pass wealth to subsequent generations, they trust us to manage their investments.
Our conservative long range view approach to investing money, primarily in blue chip stock and top-quality bonds, earns strong returns that meet our clients’ estate planning goals.
Interest rates change.
Investment themes change.
Products change.
Tax laws change.
Our commitment won’t change.
Our Approach to Investing Is A Collaboration
- Review existing investment portfolio(s).
- High-level financial planning to understand and meet objectives.
- Develop an initial portfolio allocation of growth and income specific to the client.
- Build a customized, and diversified portfolio poised for long-term growth.
