Delegated Asset Management
We will devise and implement a tax-aware portfolio of investments expertly managed to fit your risk and return objectives while aligning with your values. Your Investment Policy Statement documents your long-term financial (and, optionally, social) goals.
Financial Planning
We will guide you through a discovery process to define your future goals and help you avoid your blind spots (everyone has some). As your fiduciary, we will focus on the biggest drivers of financial success and work to minimize your investor costs.
DIY Asset Management
We will devise a tax-aware portfolio of investments to fit your risk and return objectives while aligning with your values. You will implement the strategy in accounts you hold with the custodian(s) of your choice (Vanguard, Fidelity, Schwab, etc.). You will place the orders to buy and sell funds according to our recommendations. We recommend annual check-ins to review and rebalance the portfolio and make any updates to your goals, investments, and strategy. Your investment strategy will be tightly integrated with all aspects of your financial plan.
Estate Planning
Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.
Tax Planning
It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the later.
Education Planning
Like Retirement Planning, which has to commence long before you enter into retirement, Education Planning (for yourself or your children) needs to occur well before mature learners or young scholars are poised to embrace higher education.
