Wealth Strategies for Savvy Retirees
Maximize your retirement lifestyle
We are here to help Retirees:
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Minimize taxes
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Protect your assets
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Maximize your lifestyle
Tailored Solutions for Your Retirement Journey
Your retirement is as unique as you are. Whether you're looking to travel the world, pursue lifelong passions, or simply relax and enjoy time with loved ones, our Virtual Family Office services are designed to support your retirement goals every step of the way. From comprehensive wealth management to retirement income planning, our team of experts will craft personalized solutions that align with your vision for the future.
Know Where You Are and Where You Are Headed
Our goal is to help you:
protect your assets
Guard against unforeseen risks and grow your wealth.
Complete the puzzle
Understand how all the disparate financial pieces fit together.
Gain Peace of Mind
Finally feel like your finances are moving you toward your desired future.
We understand how complicated your financial life can be
Our Partners have worked with savvy retirees for over 20 years.
Our holistic-style financial guidance addresses your diverse needs, and is coordinated seamlessly by your dedicated team of experts.
Access to your team anytime, from anywhere.
A Team to Help Take the Burden Off Your Shoulders
Our advisory team collaborates on your behalf to implement your wealth strategies.
For completely transparent fees, our comprehensive advisory engagements include:
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Goals-based financial planning
Retirement analysis, cash flow analysis, education planning, tax planning, and estate planning
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Investment strategy & planning
Low-cost, tax-efficient investing, within carefully defined risk-management parameters
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Tax strategy & planning
Annual tax preparation, annual tax analysis and projections, and tax optimization strategies
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Personal legal services
Personal legal matters such as estate planning, audit defense, elder law, adoption assistance and more
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Charitable giving strategies
Donor-advised funds, optimized gifting strategies, qualified charitable donations
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Cash management & lending
High-yield FDIC-insured up to $10 million savings accounts yielding 5.00% APY, pledged asset lines of credit, discounted mortgages
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Risk management solutions
Protect your family, and your legacy from unexpected events
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Lifestyle & wellness resources
We help you live your best life
How to Work With Us
Step 1
Start with an initial conversation to determine a mutual good fit.
Step 2
Book a Discovery Meeting to understand goals and challenges.
Step 3
Engage with us and start implementing.
Are We a Match?
You want to partner with a wealth advisor whose expertise is working with people like you. We may be a good fit if you:
Are a pre-retiree or retiree ready to delegate complex financial strategies
Looking to distribute your wealth in with acute tax efficiency
Want a relationship with a fiduciary financial advisor to provide integrated financial, tax, legal and investment management services
Have investable assets of more than $1,000,000
Take the First Step—Speak to a Partner
Are you ready to stop feeling anxious about making costly mistakes with your equity compensation and benefits? Take the first step to feeling confident that all your financial areas have been coordinated to help reduce your tax liability and create your work-optional lifestyle. Schedule an introductory call today.