Breadth of Customized Services

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Potential areas of engagement

  • 401(k), 403(b), and IRA recommendations
  • 2nd opinion of your existing investment portfolio and strategy from a fiduciary
  • Portfolio optimization
  • Asset correlation analysis
  • Full Financial Planning, estate planning; family legacy and wealth transfer strategies
  • ESG - Environmentally friendly and socially responsible investing in companies with strong corporate governance
  • Independently sourced venture capital / private equity / angel investing opportunities
  • Business offer or acquisition evaluation
  • Business plan or business operations analysis
  • ESOP, ESPP, RSU Restricted stock and option management and exercise strategy
  • Financial or operational insights into your business interests
  • 401(k) plan selection and investment line-up recommendations for businesses
  • Evaluation of buying or selling personal or investment real estate
  • Board service (corporate or non-profit)
  • Coach, manage, mentor children or siblings in business or charity operations
  • Help with loss of a loved one; eldercare decision making
  • Trustee services
  • Family philanthropy; grant and scholarship making; charitable giving
  • Analyze and audit recommendations from other third party professionals
  • Independent investment analysis, investment management or SMA
  • Robo advisor like portfolios
  • Bond ladder construction
  • Derivative or currency strategies to manage risk
  • International securities
  • Tax implications and analysis; tax sensitive strategies
  • Workplace benefit election, workplace investing and executive compensation strategies
  • Longevity planning
  • College planning, saving and selection.
  • Invoice / bill-pay services
  • Valuation, appraisal and possible display or disposition of wine, art, collectibles or antiquities