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Our Services

Based on our comprehensive wealth management formula, we offer a unified set of services to build upon and foster your success. Our services are purposefully woven together to build toward financial prosperity and a sense of purpose and well-being for you and your family.

Within our portfolios we have four broad asset classes: Global Equities, Global Real Assets, Global Fixed Income, and Alternatives. We combine a strategic blend of securities to evaluate risk levels and design model portfolios with the highest return potentials.

Using sophisticated forecasting tools, we’re able to audit investment cycles, current versus historical valuations and statistical probabilities of return, in order to determine the right mix of investment vehicles for you.

We take a holistic approach catered to our clients’ specific needs, including advanced planning for tax efficiency, wealth transfer, wealth protection, estate planning and philanthropy.

Using a balance sheet aggregator called OptiWealth, we assemble the aspects of your day-to-day operations to plan for retirement, manage your finances, and work toward the future.

We offer exclusive, personalized Family Office Services through our luxury partnership alliances. These alliances are capable of managing art collections, coordinating travel and leisure plans, appointing house managers and personal assistants – even wedding planning.

For clients with philanthropic and foundation planning goals, giving involves more than money, it’s about fulfillment of purpose, connection, and transformative effect.

Reach out to our Director of Client Services, Shannon Kavlich, to learn more or to schedule a complimentary Discovery Meeting where we’ll explore your needs and aspirations for wealth, family and the causes you care about.