Wealth Planning – A Deep Bench of Experience
Our professionals have extensive experience in wealth planning, including graduate degrees in business, finance and wealth management. We also hold credentials in the field of private wealth management such as the following designations:
- CFP Certified Financial Planner™
- CFA Chartered Financial Analyst®
- CPWA Certified Private Wealth Advisor®
- CLU Certified Life Underwriter
- AEP Accredited Estate Planner
We have the experience and the expertise to develop a comprehensive wealth plan tailored to your goals and to coordinate with your family’s legal and tax professionals, creating your wealth planning team. Our approach removes the barriers to integration and helps ensure that asset management, estate planning, risk management and family governance decisions are not made in ‘silos,’ but rather are made with the larger picture in mind.