Individuals and Families

A lifetime of work savings, an inherited family legacy, a business windfall, or a dream of greater wealth is precious. Often it is also unique.

Trustee Services

You've worked hard to build your wealth for the benefit of you and your family. We are here to make it easy for you to preserve that wealth during your lifetime and for your beneficiaries if you become incapacitated or even after you pass. Establishing a trust is an important step in providing for your loved ones. Your trustee must be trustworthy and capable of administering the trust as set forth by your instructions.

We can work with you in various capacities as trustee:

Sole Trustee

We manage every decision in accordance to the trust document


We jointly manage some or all decisions with the designated co-trustee

Agent for Trustee

We act as the trustee's agent for some authority, such as investment management

Successor Trustee

We stand by to step in when needed

Investment Management Services

We will start by asking questions, as we believe understanding you and your family's desires and past experiences shape your comfort level with various investment options.

Our experienced portfolio managers will integrate your and your family's goals to recommend a best suited investment strategy and objective. This will be re-evaluated periodically to allow for life changes. Your embedded capitals gains, tax status, and marginal tax bracket will aid your portfolio manager to efficiently optimize after-tax returns.

We consider your current holdings to determine a tax efficient approach to transition your portfolio to our preferred choices. Approximately 40% of our client portfolios have unique requests we incorporate in their investment implementation.

Peace of Mind

  • Risk controlled to your preference
  • Regular status meetings to measure results
  • Proven professional process
  • Long-term track record


  • Proper asset allocation
  • Prudently diversified
  • Risk managed
  • Continual analysis and monitoring

Personalized for You

  • Strategies matching your objectives
  • Tax efficient
  • Capital gains aware
  • Incorporates concentrated legacy holdings

Wealth Planning Services

Your thoughtful, well-designed wealth plan creates peace of mind for you and your heirs. We will work with you through our highly personalized process to create a working roadmap to guide you to success.

The best plans are formed on the most complete information available. We will organize your plan based on your family situation, business interests, time horizons, health status, philanthropic sensibilities, and many more individual factors.

Our unique solutions help clients transition their wealth to the next generation, support their charitable gifting, and operate or transition their family business.

Financial Planning

  • Set the roadmap to your goals
  • Investment portfolios customized to attain your goals
  • Investment return expectations
  • Asset allocation discussions

Retirement Planning

  • Retirement income analysis
  • Social security benefit analysis
  • Long-term care discussion
  • Income sufficiency

Wealth Transitions

  • Estate and income tax planning
  • Estate settlement discussion
  • Financial literacy for your heirs
  • Business transition advice
  • Philanthropic gifting strategy

Speak to Us.

Please complete the form below and one of our representatives will contact you to discuss your needs.

If you prefer, call us now at 877.908.7878.
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