There are nine general areas of wealth management. While all of these areas may or may not impact a client’s financial life, each must be considered in order to create a comprehensive financial plan. As clients’ lives evolve the need for integrating these areas of wealth management may change.

• Investment Management
• Cash Flow & Debt Management
• Tax Planning
• Risk Management
• Education Planning
• Business Planning
• Retirement Planning
• Estate and Legacy Planning
• Special Situations: For example, concentrated investments, stock options, health issues, special needs family members, non-citizen issues to name a few.