Personal Financial Services
People move through various stages in life. Each stage brings a unique set of challenges, risks and opportunities. With well over 100 years of professional experience, we are able to draw on our wealth of technical knowledge and know-how in providing a holistic approach to serving individuals. The following illustrates our comprehensive suite of service offerings:
Income Tax Preparation and Planning
Comprehensive Personal Financial Planning
Investment Management and Consulting

  • Income tax planning and compliance for:
    • Individuals
    • Sole Proprietors
    • Trusts
    • Estates
    • Partnerships and Limited Liability Companies
    • Subchapter S Corporations
    • Private foundations
  • Estate and gift tax compliance

  • Retirement planning and cash flow modeling
  • Multi-generational wealth transfer planning
  • Charitable giving strategies
  • Risk management consulting
  • Stock option planning
  • Privately held business consulting
  • Education planning

  • Investment planning for:
    • Individuals
    • Trusts
    • Private foundations
  • Discretionary & non-discretionary portfolio management
  • Global asset allocation portfolios optimizing risk and return:
    • Portfolio design
    • Implementation
    • Monitoring
    • Reporting