WEALTH MANAGEMENT

Our advisory team strives to develop a deep understanding of your personal situation to create a customized plan that is designed with your best interests, your unique needs, and your long-term objectives in mind.

Whether developing financial plans or implementing investment solutions, we are keenly focused on the long term. We believe diligence, discipline, and conservative decision making are key to driving results over time.

Beautiful beach in Southern Western Australia

COMPREHENSIVE AND PERSONALIZED

We provide comprehensive financial planning and investment services to wealthy individuals and families.

Our holistic approach creates efficiency and convenience for clients.

We aim to serve as the central advisor and main point of contact by collaborating with your other trusted advisors: estate planning attorneys, tax advisors, and corporate resources.
This well-informed perspective on all aspects of your finances is vital to developing a holistic financial plan, including asset allocation and investment recommendations.

Your unique circumstances inspire our guidance.

We dedicate ourselves to understanding your financial goals, interests, concerns, and risk tolerances. Through ongoing, in-depth conversations, we work to build a personal relationship with you and your family.
This familiarity, both practically and personally, enables us to create and manage a highly customized plan for realizing your goals.

We create a realistic path to your goals.

We develop personalized projections based on conservative assumptions. By analyzing multiple scenarios, we estimate potential outcomes.
We make informed decisions regarding the most appropriate solutions and coordinate multiple variables to achieve your desired outcome.


Wealth Management Services

We work to help you understand the value of the benefits afforded to you.

We develop ways to maximize and integrate these benefits into your overall plan. Our analysis and recommendations cover stock option exercise strategies, investment options and allocations, and compensation elections, among others.

Our advisors assist in the creation and maintenance of your estate plan using knowledge of income tax and succession strategies.

We work collaboratively with other professionals as necessary to simplify the process and minimize cost.

With a complete understanding of your financial picture, we select a combination of investments well suited to your risk tolerance, long-term objectives, correlation of existing assets, and income expectations.

We view this process as an ongoing endeavor supported by frequent analysis, which maintains alignment between strategy and execution and helps to safeguard you from common investment mistakes.

Our advisors provide guidance about strategies that could impact your tax situation.

We collaborate with you and your tax advisor to make sure we are all working toward common goals.

To provide a sense of safety and security for you and your family, we evaluate your current insurance strategies, ownership, beneficiaries, and identify any potential gaps in coverage that increase your exposure to various insurable risks.

We provide guidance for financing your children’s or grandchildren’s education.

Our analysis enable us to recommend the appropriate funding methods and saving strategies taking into consideration factors of age, taxation, ownership and control, purpose and usage of the funds.

We determine the best gifting strategies while working closely with our advisors, from both a philanthropic and a tax perspective.

We can assist you in selecting the most appropriate securities and facilitate the execution of your gifts.