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. 

This service includes:

  • Semi-annual review meetings
  • Income and budget management
  • Investment planning
  • Insurance planning
  • Tax planning
  • Estate planning
  • Annual net worth audit
  • Asset distribution strategies
  • Employee benefits selection

The Ballast

Core Investment Management

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.

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.