We work with multigenerational clients, offering deep understanding for the dynamics of transitioning wealth, transferring assets, and sustaining a lifestyle that all come together to define a legacy. As a family-owned business ourselves, we have firsthand experience in addressing financial affairs in the context of the values, desires and dreams of a broader family.
A significant number of our clients are business owners, looking to manage the complexity of their financial situation which will always be further complicated by concerns about personal wealth and the best interests of their family. Through decades of experience – and managing our own family-run business – we’ve developed a keen appreciation for ‘owner psychology’ and know how to partner with our clients to reveal the right solutions for them.
We are strong proponents of applying data through a tested “math and science” approach to identify sets of both financial threats and investment opportunities. Our goal is to develop data-driven plans, customized for each client, to show the feasible strategy for attaining their desired outcomes.
We are virtually conflict-free, offering objective advice that is supported by a fee-based arrangement, in which clients see our value through the efficiency and effectiveness of our proven process. As part of the Dynasty Financial Partners network, we work in an open architecture that ensures our ability to serve our clients under the fiduciary standard.