Investment-only firms and brokerage houses would have you believe that long-term financial independence is about simply beating the market. A well-managed and diversified portfolio isn’t designed to beat the market; it’s meant to manage the tax ramifications of your investments, get the most from your compensation package, balance risk and plan for generational transitions.
We advise our clients on all facets of their financial lives, sensitive to how each piece affects the others. Our team of individual experts develops coordinated strategies that seek to provide optimal financial advantage. This coordinated approach eliminates the frustration and unpleasant surprises that often arise when trying to manage a loose network of unaffiliated advisors.
To ensure that we’re tracking the many components of our clients’ financial lives, we use our proprietary Wealth Management Scorecard system to monitor the status of every vital element in a client’s financial profile.