THE TOTAL WEALTH PLAN™
Your goals and our strategies to achieve them
Planning For A Lifetime
Working with an advisor to develop a comprehensive plan has been shown to dramatically improve financial outcomes. Using our Total Wealth Plan™ process, we partner with you and your other advisors to create a multi-faceted plan to meet your retirement needs and protect your wealth for future generations.
Managing Investments
Our rigorous process is based on Nobel Prize winning research that proves that strategic asset allocation and passive investment management produce the highest net returns for investors. We construct and implement portfolios designed to balance risk and return so you can meet your long term goals.
Building A Legacy
We specialize in multi-generational planning and tax-efficient strategies that preserve and steward wealth for the people and philanthropic causes you care about. Whether it’s protecting your children and grandchildren, or meeting the future charitable needs of your community, we can help you realize your vision.
[1] "A Comparison of Retirement Strategies and Financial Planner Value,” Journal of Financial Planning, November 2014.
[2] "Eugene F. Fama - Prize Lecture: Two Pillars of Asset Pricing". Nobelprize.org. Nobel Media AB 2014.; “The Cross-Section of Expected Returns,” The Journal of Finance, June 1992.
[3] "The Future of Estate Planning - Prepare Heirs To Receive And Manage The Assets They Inherit,” NAEPC Journal of Estate & Tax Planning, June 2010.