Private Wealth

We recognize that high-net-worth clients need and expect a higher level of service and require more complex investment strategies, advanced tax planning, and innovative estate planning.

Financial plans for high-net-worth clients should be designed to protect against one of the greatest dangers they’ll face — taxes. Unfortunately, assets are not often properly allocated to protect against tax erosion.

Our private wealth division is designed to meet the specific needs of clients with a net worth higher than $5 million. We accomplish this by partnering with estate planning attorneys and CPAs to help protect and grow wealth while reducing taxes when possible.