Philanthropy is important to us. We hope it is for you too. Charitable giving returns gratitude and empathy in spades. If you like, we can help you discover (or reassess) your Giving intentions. Of all the ways to give, many provide tax planning opportunities. Although we consider tax savings to be secondary benefits to the value of giving, it certainly should not be overlooked!
We like flexibility. We know you have preferences. That’s why we work with several leading financial companies to serve as custodian, safeguarding your assets.
Capitect provides powerful portfolio management and performance reporting with dynamic, up-to-date data and charts. The easy access enables you to stay informed about your investments with views of individual and aggregate portfolios.
NetDocuments stores your important documents in a private vault. No matter where you are, you can access this secure shared space whenever you need.
RightCapital is your financial plan in action. As the financial control portal, you can check account balances, budgets, loans, goals and more, all in a single glance. It enables you to see how one piece of your financial life affects the rest.
We firmly believe that outside advisors create value. It’s what we do for you. It’s what these leaders do for us.