High Net Worth Services

The Benefits of Independence

We created an independent advisory firm so our clients would have some say in their experience. They either work with the firm's owner or an advisor who works closely with the owner.

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Our Defining Standard of Care

Our internal and external teams provide the skill, care and expertise our high-net-worth clients deserve. 

We define high net worth individuals, families and businesses as having a total net worth of $3 million or more in value and who:

  • Value relationships and are collaborative
  • Want us to coordinate with other financial professionals to integrate the legal, tax and financial disciplines that pertain to their situation
  • Are looking for an advisor to provide and implement agreed-upon choices to achieve outcomes they didn’t know were possible

We Can Help in the Following Areas

  • Selling stock, real estate and business interests
  • Reducing estate tax liability
  • Determining the best way to continue, transfer or sell a business
  • Charitable planning
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Below are two planning area guides commonly used for high-net-worth clients available for download.

Tax Planning for the Sale of Highly Appreciated Assets

Selling highly appreciated assets can lead to significant tax burdens — but the right strategy can help reduce your taxes. This helpful guide provides a quick overview of different strategies that could help you confidently make your next big financial move.

You’ll also get:

Large IRAs: 3 Key Planning Opportunities

Managing a large IRA comes with big opportunities — but also complex decisions. Our helpful guide offers actionable strategies that can help you lower taxes, protect your wealth and create a meaningful legacy for the people and causes you care about.

Download Your Guides Today

If any of these concerns sound familiar, let's talk

Great conversations start with great questions — we’ll explore your concerns, goals and dreams so we can help you chart your course with ease and confidence.

This content is for informational purposes only and is not intended to serve as the basis for financial decisions. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

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