Professional Coordination

Professional Coordination

Our greatest strength as a wealth management firm comes directly from our deep partnerships with top professionals across a broad range of fields.  We coordinate with accountants, attorneys, trust companies, mortgage brokers, realtors, other financial advisors, and various insurance specialists to help you and your family implement your larger wealth management strategy.  We are happy to work with your existing team of advisors or make introductions to new professionals that can help us accomplish your goals.

Our greatest strength as a wealth management firm comes directly from our deep partnerships with top professionals across a broad range of fields.  We coordinate with accountants, attorneys, trust companies, mortgage brokers, realtors, other financial advisors, and various insurance specialists to help you and your family implement your larger wealth management strategy.  We are happy to work with your existing team of advisors or make introductions to new professionals that can help us accomplish your goals.

Specialized Investments

We work with other financial advisors and wealth management teams across the United States to provide their clients with specialized expertise as well as investments they may not have access to.  Likewise, we may refer you to another advisor or team for specialized advice or specific products to ensure you are getting the best possible advice.

Tax Planning

Some of our closest relationships are with accountants and CPAs.  We often partner to develop tax-efficient strategies for investment portfolios, capital gains offsets, income, and estate planning.  They can also help to advise on potential tax implications for real estate transactions and other financial decisions.

Estate Planning

We collaborate with estate planning attorneys to help you develop a highly customized plan that protects your assets, minimizes tax liabilities, and ensures a smooth transition to your heirs and beneficiaries.  This includes strategies such as trusts, wills, and charitable giving.

Insurance

While we provide several types of insurance in-house, we also work with a number of the top insurance professionals to ensure that you have adequate coverage for life, health, disability, long-term care and property insurance needs.  We also help you with options for implementing key person coverage for your business, if needed.

Employee Benefits

For our business owner clients, we work closely with group benefits providers to design employee programs to help you both attract and reward the people that make your company run successfully.

Family Law

In the unfortunate event of separation or divorce, we work with legal counsel to ensure the smoothest transition through what is usually a difficult time.  This may include assisting in the transitioning of one client to another advisor, advocating for you and helping to develop strategies for how assets are divided and creating plans for real estate for one or both parties.

Business Planning

We work with business owners and your legal and tax advisors to develop strategies for business succession planning or sale, tax planning, and risk management.  This also may involve working with business brokers to help us formulate expectations to help us with your planning.

Charity & Philanthropy

Together with you and your legal counsel, tax advisors and trust company we help develop and manage a philanthropic or charitable giving strategy that aligns with your values and financial goals and has the ability to continue on, potentially for generations or in perpetuity.

Property Purchase

Through our work with the Enhanced Affordability™ program, we collaborate with realtors and mortgage brokers across the country to help clients like you buy, sell, or exchange real estate.

Specialized Investments

We work with other financial advisors and wealth management teams across the United States to provide their clients with specialized expertise as well as investments they may not have access to.  Likewise, we may refer you to another advisor or team for specialized advice or specific products to ensure you are getting the best possible advice.

Tax Planning

Some of our closest relationships are with accountants and CPAs.  We often partner to develop tax-efficient strategies for investment portfolios, capital gains offsets, income, and estate planning.  They can also help to advise on potential tax implications for real estate transactions and other financial decisions.

Estate Planning

We collaborate with estate planning attorneys to help you develop a highly customized plan that protects your assets, minimizes tax liabilities, and ensures a smooth transition to your heirs and beneficiaries.  This includes strategies such as trusts, wills, and charitable giving.

Insurance

While we provide several types of insurance in-house, we also work with a number of the top insurance professionals to ensure that you have adequate coverage for life, health, disability, long-term care and property insurance needs.  We also help you with options for implementing key person coverage for your business, if needed.

Employee Benefits

For our business owner clients, we work closely with group benefits providers to design employee programs to help you both attract and reward the people that make your company run successfully.

Family Law

In the unfortunate event of separation or divorce, we work with legal counsel to ensure the smoothest transition through what is usually a difficult time.  This may include assisting in the transitioning of one client to another advisor, advocating for you and helping to develop strategies for how assets are divided and creating plans for real estate for one or both parties.

Business Planning

We work with business owners and your legal and tax advisors to develop strategies for business succession planning or sale, tax planning, and risk management.  This also may involve working with business brokers to help us formulate expectations to help us with your planning.

Charity & Philanthropy

Together with you and your legal counsel, tax advisors and trust company we help develop and manage a philanthropic or charitable giving strategy that aligns with your values and financial goals and has the ability to continue on, potentially for generations or in perpetuity.

Property Purchase

Through our work with the Enhanced Affordability™ program, we collaborate with realtors and mortgage brokers across the country to help clients like you buy, sell, or exchange real estate.

By coordinating with other professionals, we provide you with a more comprehensive and integrated approach to managing your wealth.  This can help you achieve your long-term financial goals while minimizing risks and maximizing returns.  Additionally, coordinating with other professionals can ensure that all aspects of your financial plan are aligned and working together through good communication between your advisory team.

By coordinating with other professionals, we provide you with a more comprehensive and integrated approach to managing your wealth.  This can help you achieve your long-term financial goals while minimizing risks and maximizing returns.  Additionally, coordinating with other professionals can ensure that all aspects of your financial plan are aligned and working together through good communication between your advisory team.

Have Questions? We're Here to Help.

Our calls are always relaxed and pressure-free.

Core Professional Coordination Services

Tax Services

Trust Company

Specialized Advisors

Real Estate

Mortgage

Family & Employment Law

Estate & Elder Law

Employer / Group Benefits

Home & Auto Insurance

Umbrella Coverage

Core Professional Coordination Services

Tax Services

Trust Company

Specialized Advisors

Real Estate

Mortgage

Family & Employment Law

Estate & Elder Law

Employer / Group Benefits

Home & Auto Insurance

Umbrella Coverage

Developing A Team or Working with Your Current Professionals. We’re Here to Help.

Our calls are always relaxed and pressure-free.