Private Client

For over 25 years, we have been helping clients to plan for and enjoy their "work optional lifestyle!" Developed over 20 years our proprietary process - WSM TM (Wealth Sustainability Model) has been the foundation of weathering the ups & Downs of the market, inflation, taxes, and life's challenges for the 2nd half of life's journey.   

We begin with an initial consultation with the goal of establishing a trusting relationship and understanding your family's story, values, goals, short-term and long-term objectives and financial concerns. This exploratory stage acts as our Compass™, to help us identify and navigate your opportunities and obstacles on the horizon.

After gaining a complete and thorough understanding of your family's aspirations, we begin by comprehensively reviewing your financial situation, assess your progress & trajectory. We'll discuss critical areas like cash flow, savings strategy, investments, insurance, tax planning, and retirement readiness. We'll identify optimization opportunities, address challenges, and collaboratively make decisions. At the end of this meeting, we should have clarity in the path ahead and mutual confidence in our ability to add value to your situation and effectively navigate the waters ahead.

After careful consideration and counsel, we will Chart the Course and set your comprehensive plan to action. Since implementation is an ongoing process rather than a one-time event, we will stay vigilant with regard to the ever-changing legal, investment, tax, and political environment as well as to your family’s unique and evolving circumstances.

Your financial plan is engineered to adapt to changing needs, both expected and unexpected. We strive for exceptional results by continually monitoring your progress, conducting ongoing analysis and reviews, and by serving as the central point of contact for your trusted advisors.