Wealth Management

Dynamic Whiteboard Process

Using our individualized and comprehensive Dynamic Whiteboard Process (DWP), we ensure you benefit from a consistent, organized, and mapped out approach to planning your wealth goals. Our proprietary technique allows us to help increase what’s most valuable to your: Your Time.

Our Senior Advisors work directly with you to determine a customized roadmap that will help fulfill your personal, charitable, and legacy goals. We assist clients with a wide range of wealth management services including portfolio sustainability projections, estate plans, charitable gift assistance, wealth transfer techniques, and more.

Our Process

STEP 1: DEVELOP GOALS
Set clear, realistic objectives together to reach your unique wealth goals.

STEP 2: PLAN DESIGN
Create a thoughtful plan specific to your needs to achieve your intentions.

STEP 3: IMPLEMENTATION & MONITORING
Put that plan into action, measuring and reporting progress along the way.

STEP 4: ADJUST
Make appropriate, mid-course corrections to fit new circumstances.

Articles and Insights on WEALTH MANAGEMENT

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3Q 2022 Market Letter

ARE YOU NOT ENTERTAINED?!?

Forgive me; no sooner had the words hit the page than it occurred to me that “entertained” is almost certainly not the word you would have chosen. Stunned perhaps? Or maybe nauseous would have been a better choice. A twenty-five percent bear market decline in stocks disrupted by sporadic and occasionally quite violent counter-trend rallies; a huge spike in the number of one to two percent swings up or down in the market from one day to the next and some of the largest intra-day reversals ever seen.