Most clients come to us for one of two reasons. They may have outgrown the level of wealth management sophistication and service they require – or they have investments in different places, with no clear idea of where they stand financially and what reasonable outcomes they can enjoy.

Experience tells us that successful individuals share the need for a planning-based approach. Ours examines distinct aspects of client wealth including areas that may have been ignored, such as estate planning issues and liability management. We believe clients are pleasantly surprised by the breadth and depth of our focus – and that:

• Having frequent conversations is critical. If something is keeping you awake, we want to know. We also find it helpful to meet at your home or office, to gain insights we wouldn't otherwise have. We often say, "The more we know about you, the more we can do for you."

• Employing multiple strategies can help optimize your wealth. We offer access to Bank of America, N.A. for commercial, residential, and securities-based lending. We also call upon Bank of America Private Bank specialists and coordinate with clients' CPAs and attorneys to build effective tax minimization and estate planning strategies.

• Hearing our investment perspective is valuable to clients. Rather than chase short-term performers, we aim for the horizon – using internal and external research. We also avoid illiquid investments and favor an asset allocation strategy that may include high-quality, dividend-paying stocks, along with corporate and municipal bonds. During market volatility, we call clients, before they call us. That is the nature of our caring, client-focused approach.

We are here to help accomplished individuals, accomplish more. We hope you give us that opportunity.