Personal Finance
Make it Personal
Outsource the tasks you don’t have time for. Get support through the things that are complicated, difficult, or overwhelming. Our sweet spot is helping professionals and owners in tech, fashion and entertainment, plus fine artists, trend-setters, tastemakers, and their teams.
Financial Planning
Our job is to help be the bridge between your goals and money sensibilities. We give you the support you need to feel in control of your financial present and future.
Cash Flow Modeling
Retirement Planning
Education Planning
Special Needs Planning
Charitable Giving Strategies
Coordination with all Financial Professionals
Portfolio (& Asset) Management
You have worked hard for your money and we are here to help you preserve and manage your wealth. We work hand in hand with our clients on everything that has an impact on your finances with a goal of making sure you feel confident every step of the way.
Asset allocation & ownership
Performance and portfolio monitoring
Evaluation of portfolio tax strategies
ESG–Environmental, Social & Governance
ESG stands for environmental, social and governance. It evaluates a company’s social and environmental impacts, and ESG investing is one of our specialties. That includes creating a sustainability investment plan that lines up with your values. We do this by looking at:
Companies focused on sustainability
Your goals and risk tolerance
Insurance & Estate Analysis
We want to help you preserve your wealth for not only your lifetime but for generations to come.
Personal estate planning that takes into account asset protection, charitable planning, and gifting strategies
Special needs family members who need strategies around future care consideration, educational planning, medical needs, and planning for the unexpected
Insurance needs analysis that covers multiple areas
