wealth management Burlington



Wealth Management

Wealth Management Burlington & Business Planning Burlington

Our wealth management services are designed for individuals and families with dynamic and complex financial situations. Our wealth management clients rely on us to oversee all aspects of their personal finances including:

Personal Financial Planning

We constantly investigate all areas of your financial plan for improvement opportunities.

Business and Estate Planning

For clients who own businesses, we constantly update your personal financial and estate plan with that of your business planning. This maximizes effectiveness and efficiency by leveraging business dollars where possible, reducing risk exposures and coordination across all business and personal planning efforts.

Tax Planning

Our tax planning services include planning for the reduction of income, gift, estate, capital gains, generation skipping and corporate tax and their interactions with other planning areas.

Investment Management and Oversight

The majority of the time, clients engages several money managers for diversification. Regardless of where their investments are managed, our firm investigates wealth management client's investment portfolio in aggregate making certain performance, expenses, risk and tax management are in line.

Implementation and Coordination

We are our client's proactive advocates to ensure the following:

  • All areas of their financial plan are optimized and coordinated with each other.
  • Capitalize on opportunities and anticipate future risks.
  • Collaborate with your other advisors for maximum efficiency, effectiveness and expertise.
  • Wherever possible, shoulder financial burdens.
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