Financial Consultation

Advice from people who
know the markets–and you.


Real advice from real experts.

Advice from the people who know the options – and how to avoid the mistakes.

The same experts who are regularly turned to as industry-leading analysts are the same team of advisors you can always pick up the phone and talk to. All our clients have access to any advisor and any of our portfolio managers.

We’re here to discuss more than just your portfolio. Big life decisions, everyday questions, and everything in between. Thinking about a remodel? Planning for college? Not sure whether to lease or buy your next car? We’ve had those conversations, and we’re always up for more.

If it affects your financial life, it’s worth talking about.

Let’s talk through it together.

Important Financial Decisions Need Trusted Expert Advice.

Life is Complicated Enough. Sometimes you need help. Here are examples of financial advice we can help you with.

There are important considerations around significant transactions. For example, you may want to fund the initial purchase of a new property before selling an existing one. By borrowing against your portfolio, you can limit capital gains and pay off the loan after the sale of the property.

When you change jobs there may be a benefit to moving 401k funds into a Rollover IRA. A ROTH conversion may also be a benefit if your income temporarily declines between jobs. In some cases a SEP IRA would be beneficial.

Selling a business can be complex with important tax consequences. You need an advisor that can work with the rest of your team including attorneys and CPAs.

There are special tax considerations when dealing with inherited retirement accounts. You need an advisor that can work with your accountant and make sure the account is distributed appropriately to meet IRS regulations.

Charitable Foundations are complex and expensive but very rewarding. We can help you establish and fund your philanthropic goals. Donor Directed Funds can be used to move assets for charitable purposes out of your estate to reduce the impact of estate taxes.

Managing investment assets while living abroad has its own unique set of complexities. We can help manage assets, move assets as required and optimize the impact of tax regulations.

Dissolution of a marriage is both emotionally painful and often financially complex. We have expertise to work with attorneys to assist in the division and management of assets.