WEALTH
MANAGEMENT

Working as your financial and life hub, we help you preserve, transfer and accumulate wealth from one generation to the next. We customize our comprehensive services to your situation and needs.

  • Concentrated Equity Strategies

  • Charitable Giving

  • Trust Services

  • Life, Disability and Long-term Care Insurance

  • Advice on Assets Held Away, including Real Estate, 401(k) and more

  • Next-Generation Financial Education and Management

  • Wealth Planning

  • Investment Management

  • Retirement Planning

  • Credit

  • Cash Management

  • Trust and Estate Planning

  • Family Governance

A LOOK AT LEGACY

Today more than 80 percent of millionaires in the United States are first generation. Yet the retention of this wealth through generations has been problematic; it is estimated that in more than 70 percent of families, this wealth has disappeared by the second generation, and in more than 90 percent of families by the third. 

For generational wealth to grow, families need to develop and share their legacy goals. We work with families across generations to facilitate conversations about their legacy wishes and help create clarity and confidence that they will be met.

For more information:

SHARON NASSIR, CPFA, AWMA®, CFP®
Co-Founder, COO