Sophisticated Wealth Management

Your Complex Needs Are Managed By Our Comprehensive Approach

We’ve built a client service structure that offers you three distinct levels of support, each offering a wide range of investment and wealth management tools and successively more robust service.


    To serve your investing needs, we use a number of strategies and analytics including:

  • Designing an Investment Policy Statement
  • Delivering asset allocation that matches your time horizons for various goals and risk tolerance
  • Providing portfolio management using a Nobel Prize winning approach crafted to optimize your investment portfolio over time.
  • Implementing asset protection strategies to help actively manage downside risk


    Our advanced planning capabilities allow us to provide meaningful solutions such as:

  • A wealth road map that provides direction based on where you are now, where you want to be and actionable strategies to help get you there
  • Wealth preservation tactics to not only help minimize the risk of losing money, but also having enough money to fund your lifestyle, whether simple or extravagant
  • A wealth enhancement strategy to help mitigate the erosive effects of taxes and inflation
  • A wealth transfer plan to help wealth pass efficiently to family, charity or friends
  • Wealth protection tactics to help protect your assets from risks of loss if unexpected events occur
  • A plan for charitable giving


    Client Relationship Management strategies include:

  • Ongoing clarity of your critical needs and meeting those needs over time, utilizing scheduled reviews and meetings, to maintain a consultative process.
  • Professionals Network Relationship Management
  • Assembling and managing a network of professionals, as needed, as well as working effectively with your attorneys, accountants, and other advisors.

Second Opinion Service

Our complimentary second opinion offer is available for potential clients that would like to benefit from one of three outcomes: a confirmation that your existing investments and financial plan are on target with your current advisor; the offer to become a wealth management client of ours; or we’ll offer suggestions to improve your current trajectory towards your financial goals. Since we only limit our services to a select few households that we can make a significant impact on, it is important that we only onboard households that have the financial complexity to warrant our comprehensive approach.
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    Or call 952-470-5049 or email us at