Like the ballast that keeps a ship steady in calm and stormy seas, core investment management is the foundation of growing and preserving wealth over time. This service includes:

  • Annual review meetings
  • Investment objectives review
  • Portfolio risk analysis
  • Tailored investment philosophy 
  • Strategic portfolio rebalancing
  • Portfolio tax management
  • Quarterly portfolio performance reporting
  • Required Minimum Distribution management
  • Values-based investing available

     

The Mainsail

Foundational Financial Planning

No part of a sailboat has a greater impact on its speed than the mainsail. This level of service offers comprehensive financial planning that accelerates you toward your goals.

The Jib

Advanced Financial Planning

When moving against the wind, a sailboat’s captain will adjust the Jib to gain speed and stay the course. This service is our most robust offering and helps families both grow and preserve their wealth while navigating their daily financial decisions.

The Spinnaker

Special Circumstances and Life Stages Planning

In specific conditions, the captain will deploy the spinnaker to take advantage of a specific wind condition. Our life stage service is focused on helping you to leverage your wealth to address more specific and unique pain points.