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Methodology

Envision

We believe people are driven by a desire to meet goals. We engage with clients and their families to learn all that we can about where they want their wealth to take them – from near-term aspirations, to planning for the next generation, to their philanthropic interests, and beyond.

Establish

We thoroughly assess our clients’ financial landscape, including private business interests, private equity partnerships, public security investments, real estate, insurance and liabilities. We establish a plan that aligns these interests with their goals, and helps our clients achieve success.

Evaluate

After establishing and executing a plan, we monitor performance and work to see if we can improve upon it. We provide our clients with ongoing, proactive communication, and meet with a frequency that satisfies our clients’ need, but suggest no less than once per year.

Evolve

We recognize that a plan must be flexible to accommodate life’s changes. New opportunities arise and passions change. We are here to collaborate and consider how to address new objectives.

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