Collaborative Wealth Vision
Our cloud-based, wealth-planning platform can analyze a single goal as well as build a comprehensive financial plan. It provides a fully integrated, real-time view of everything you have with a digital vault for all important documents.
The Client Experience
Geared towards our affluent and high net-worth clients, this valuable client experience follows a highly structured process involving the development and facilitation of a multi-disciplined planning and service team. At the core of this top service are our Comprehensive Planning and Investment Management services. Additionally, we may consult with outside professionals or the Trust Officers of our strategic partner, The Private Trust Company.