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High Net-Worth Solutions

Building and Maintaining Wealth for Individuals & Families

Our High Net Worth Private Client Services focuses on the individuals and family’s needs for comprehensive strategic advice based on factors that can have an impact on your wealth not only today but in the future. Because of the complexity and planning that goes into structuring ideas and solutions for these situations, our Private Client Service focus on Individuals and families with at least 5,000,000 of investment assets or a net worth of at least 10 Million.

We work hand in hand with your tax and legal advisors to analyze your financial picture and understand the challenges and concerns you may have. We then can pinpoint those stress points and structure a comprehensive plan to provide the financial security that you and your family need.

Our philosophy is to minimize your overall risk with focus and emphasis on efficient performance and income for that risk. We partner with you to indemnify your goals and needs and structure a comprehensive plan to address your financial objectives and help you eventually transfer your wealth efficiently to your heirs so your legacy stays intact for generations to come.

Featured Content

<p>Investment Challenges of the Affluent Investor</p>

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
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<p>Charitable Giving: Smart from the Heart</p>

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?
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<p>Exit Strategies of the Rich and Famous</p>

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?
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