When you work with us, you can expect…
- Your wealth will support your life vision
Your investments will be positioned in a way that fully supports your life vision and has the optimal impact on the social and environmental challenges that you care about.
- Your wealth will be preserved
We will diversify your portfolio across multiple asset classes in a manner that reduces the overall risk of your portfolio and ensures that you have enough money to last throughout your lifetime.
- Your taxes will be mitigated
We will enhance your wealth by minimizing the tax impact on your financial picture. We will utilize a number of strategies that can help mitigate both income and investment-related taxes.
- Your assets will not be unjustly taken
We will thoughtfully help you protect your wealth and businesses against catastrophic loss, potential creditors, litigants and identity thieves and help ensure that you and your loved ones will be able to achieve your goals.
- Your heirs will be taken care of
We will work with your estate-planning attorney to help you develop an estate plan that allows you to pass your assets to your heirs and the causes you seek to advance. In addition, we will help you to not just pass on your assets, but just as importantly, your values, blessings, life’s lessons, hopes and dreams for the future, love, and forgiveness with your family, friends, and community.
- There is much more to your life and legacy than the amount of your wealth that you are able to accumulate and transfer to your heirs.
- Your dreams can come true. Not by magic, but by articulating your life vision, and designing and implementing a plan to achieve it.
- You cannot produce investment returns without either generating social and environmental value or destroying it. How you invest your money is as much a reflection of who you are as is how you give it away.
- Life Planning is simply a better way to do financial planning. In order to truly be of service, we need to take into account your life vision before giving advice.
- We aim to do what is right for you, not just your portfolio. We don’t just work with your assets, we work with your heart and dreams.
We aim to add value by taking a comprehensive approach to your financial planning needs. We start by learning about your life vision, goals, values, investment and philanthropic philosophy. We carefully consider your situation and help you balance the various challenges and opportunities associated with your financial resources. We understand and integrate income and estate tax consideration and collaborate closely with your other advisors.
What Makes Us Unique
- We aren’t going to try to sell you anything. You are paying us for objective advice. We respect that you are intelligent and need objective advice. We want you to become educated and feel confident in making financial decisions.
- We take a broad view of the advisor-client relationship. To do this successfully, we look beyond investment management to a more holistic offer. We focus on your life and what matters most to you, that emphasis is carried through into the financial plan, and informs the entire advisor-client relationship. We help you to articulate and document a vision for your life.
- We integrate multi-generational planning. We manage wealth across your family. We use impact investing as an avenue for families to engage in conversations about managing financial and extra-financial family interests that allow them to consider what the nature of wealth is for them and how they would like to structure their wealth to attain extra-financial goals.
- We integrate your professional network. Most of our clients work with multiple advisors, including but not limited to their attorney and accountant, who advise them on a variety of matters related to their finances. We think beyond our own role in your financial life by assuming the role of “quarterback”, partnering with your other professional advisors, keeping them informed and involved and making sure we are all on the same page.
- We help you develop a vision for your life and a plan to achieve it. We help you uncover your most deeply held life goals and create a practical plan to make them happen, including a financial plan that supports your goals. We help you to transform your relationship with money so that your financial resources are dedicated to supporting your life of greatest value, meaning and purpose.
Now that you have a better idea about the results you can expect by working with us and our approach and philosophy of working with clients, next go to Our Services page to learn about the specific services and programs we offer.