While we believe we can offer tax-smart wealth management and valuable financial insights to people at any life stage, our ideal client is nearing retirement, and is close to having fulfilled their family obligations and having control over their budget. They are transitioning from being accumulators of wealth to living comfortably off the wealth they have accumulated.

Over time, through thoughtful planning, fastidious stewardship of financial resources, and the implementation and monitoring of our custom household wealth strategies, our conversations should begin to evolve from conversations around themes like, “Will I be able to retire,” to conversations around themes like purpose of money, purpose of family, legacy, and charitable intent.  This is how we define success.

For those who are currently retired but feel they could benefit from establishing a custom Retirement Income strategy that is unique to their household wealth, or even just a second opinion on their current strategy, our process may give them increased confidence that they will be able to maintain their lifestyle, keep pace with inflation, protect their wealth, and plan their legacy, over the course of a long retirement.