A Long-Term Partnership, Not a Transaction
We intentionally limit the number of households we serve so we can stay deeply involved in each client’s financial decisions.
Our Wealth Management service is designed for individuals and families who:
• Have $500,000+ in investable assets
• Want a single, coordinated strategy for investments, planning, and taxes
• Value discipline, clarity, and thoughtful decision-making
• Are looking for a long-term advisor relationship
We are not a fit for investors who:
• Want frequent trading or short-term market timing
• Are only focused on beating benchmarks year to year
• Prefer product-based or commission-driven advice
As part of recently enacted federal tax legislation, several important updates are taking effect over the next few years. Many of these changes impact retirees or those approaching retirement, and we wanted to highlight the provisions most relevant to our clients. Overall, the new law makes many of the 2017 tax rules permanent, introduces a […]
As you approach age 65, Medicare becomes a major part of your retirement healthcare planning. The rules can feel confusing at first — especially around enrollment timing, what’s covered (and what’s not), and how Medicare works if you’re still employed. Below is a clear, practical overview to help you understand the essentials before making any […]
In recent weeks, the Federal Reserve made its first move of this year, cutting interest rates by 0.25%. Markets expect additional cuts in the coming months as inflation trends lower and signs of a cooling labor market emerge. The economy, however, continues to show resilience. Equities: U.S. stocks remain near record highs, supported by strong corporate […]
