Our financial planning practice seeks to serve a select group of families who are interested in integrating traditional brokerage and asset management needs with all other aspects of a family’s financial goals and needs. We strive to go beyond providing traditional investment advice. The correct investments are important, but a professional financial plan is not based solely on asset selection and management, but comes from knowing more about you and your family. As such, we will have conversations that may not be typical of traditional financial advisor relationships. Instead, we will ask questions that help us understand more about your goals and concerns and how they are impacted by financial topics. Our focus will be on the details of your family’s life, thereby allowing us to help develop a comprehensive financial plan that seeks to provide your roadmap towards alleviating your concerns and achieving your life’s goals.
Meet with us and our specialists to discuss valuable ideas and individually tailored wealth planning strategies to help you preserve your wealth
As parents, are you concerned that your children will not be prepared to productively use the inheritance that you may pass on to them? Or are you disappointed that none of your children are interested in taking over the family enterprise? If you would like to learn more about choices available to you, please call or email us.
How would you like to organize all of your account data in one location, regardless of where your accounts are held, giving you an integrated view of your financial picture? We have a solution – OneView. Learn about the key benefits of OneView by watching this short video.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.