We provide advice and solutions for wealth accumulation, wealth preservation and wealth transfer. We offer expertise in all key areas of the wealth advisory spectrum including:

 

Investment Management

We construct diversified portfolios of institutional money managers, utilizing a combination of no-load mutual funds and separately managed accounts. 

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Estate & Income Tax Planning

We coordinate estate and gift tax planning and compliance with our sister firm, Maddox, Thomson & Associates.

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Comprehensive Administrative Services
We provide administrative services to successful individuals, families and organizations.

• Personal Financial Administration
  This service provides administration of the client’s bill paying, but extends beyond paying bills to include coordination with the investment management and income tax preparation services. 

• Family Partnership Administration
  Family Partnership Administration is a comprehensive service that includes investment management, the maintenance of books and records for public and private investments, as well as partnership valuations, recommendations with regard to wealth transfer and the facilitation of family meetings to keep everyone informed of the Family Limited Partnership’s activities.  It is a premium level service that takes the burden of properly handling an FLP off of the Managing Partner.

• Private Foundation Administration
  Private Foundation Administration services help the client administer and direct the finances for their private foundations.