Services

Our Services

Establishing a sound relationship with you and your family comes first. You talk and we listen, and once we understand your motivations, we develop a clear picture of your current financial situation, future goals, and risk tolerance. On that foundational knowledge, our professionals build and implement customized financial plans. But we don’t stop there. You also benefit from our comprehensive tax planning services. And should you ever need help in other areas of your life, especially those which affect your finances, we have an established network of trusted professionals that we will confidently refer.

We encourage you to read more about our services, and should you wish to learn more or have questions, click here to contact us.

 

Comprehensive Wealth Management

The signature service for high net worth individuals is our specialized, concierge-style Wealth Management offering. Unlike other financial advisors, our team not only delivers financial strategies, but also actively implements and manages these plans for you, encompassing your short- and long-term objectives, retirement goals, estate planning needs, wealth transfer strategies, and more.

 

Personalized Financial Planning

We take pride in designing comprehensive financial plans for you and your family. These customized plans help you achieve your priorities, think holistically about your current financial situation, and prepare for long-term success.

 

Executive Financial Planningrfa_services04-1b

Companies and their executives can feel confident in their financial future with our Executive Financial Planning services, where we provide expert planning targeted to corporate executives as an employment benefit.

Our Executive Financial Planning is designed to allow busy executives to focus their energy on their job requirements and other personal obligations, and leverage our expertise on the complexities of their financial planning.

Tax Preparation and Accountingrfa_services03

Whether you select full Wealth Management services, or choose a Financial Planning option, you can receive the added benefit of our professional Tax Preparation and Tax Accounting services for your family, including personal income tax returns, fiduciary and trust income tax returns, gift tax returns, accounting, and more.

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