Financial and wealth planning services – a complete financial picture.

Financial planning brings together all the elements of your financial picture – investments, taxes, income, savings and debts – and provides you with a comprehensive snapshot of where you stand. This overview, combined with professional advice, puts you in the driver’s seat of your financial future.

Before we invest your money, we will learn all about your specific goals and objectives. This information will be essential in creating a portfolio unique to your situation.

You are the focal point in our Discovery and Planning process.

Financial planning is all about:

  • Managing risk
  • Managing cash flow
  • Minimizing taxes
  • Avoiding U.S./cross border taxes
  • Planning and protecting your estate
  • Planning what to do with your business
  • Protecting your family
  • Providing a legacy

Financial planning is an essential part of our private client service and our planning advisors are experienced, knowledgeable professionals, providing expertise in all aspects of financial planning.