High Net Worth Services

Specialized Services for Significant Wealth

A majority of wealth management firms will focus on one thing: your money and investments.  While investments are important, we follow a multi-faceted approach.  We look at your entire life and make sure that your financial goals are aligned with your life’s passions and priorities. We cannot possibly list all of our services here. So, please reach out and we can discuss your specific needs. You might be surprised at what we have done for clients and what we can do for you.

Our process guides you through and helps you to identify your values and goals that may affect your children, parents and other loved ones.  We can help you in such areas as wealth preservation, creditor protection, education, risk management, charitable giving and leaving a family legacy, to name only some of our services.  We can work with your current attorney and accountant, or help you identify professionals that can properly execute your wishes.

We are with you every step of the way.

Then, we offer a range of individualized services and tools that can help you manage and oversee your day-to-day affairs.  Our Evolve Wealth Management System™ helps you preserve and augment your wealth- and enjoy your passionate life.

Our Investment Goal: Creating and Protecting Wealth Under Differing Market Conditions.

Financial markets can be volatile.  Although some investment managers may act as though they have a direct line to the future, no one does.  Therefore, we work diligently to create evolving portfolio strategies to help control volatility.  We customize your portfolio, as financial markets change, and research alternative investments, so you can be prepared for a multitude of conditions.

Our High Net Worth Services help you to proactively plan for financial issues in the following areas:

• Estate, Education, Philanthropic and Legacy Planning
• Risk Management / Insurance Review
• Succession Planning
• Cash Management and Banking
• Financial Analysis
• Investment Consulting and Oversight

If you do not see your specific needs listed, please contact us and see how we can put your wealth to work for you.