Advising Beyond Investing

We clearly identify costs and impact
We offer a wide product range to meet your needs and comfort levels

What is “Advising Beyond Investing?”

  • Advice to help with money and wealth may have different meanings to different people. 
  • Our advice addresses your whole financial picture, alongside investing your hard-earned wealth
     

How We Approach Financial Planning:

It starts with a personal relationship, focused on you

We capture your goals

Together we build a plan to achieve your goals

That plan integrates all the experts used to execute your plan including; legal, insurance, etc.

How we manage investments:

Your money is professionally managed with the goal toward investing for your specific plan

We clearly identify costs and impact
We offer a wide product range to meet your needs and comfort levels

Recommendations are based on your unique situation
We professionally manage your portfolio in concert with specialized outside investment managers

MEET OUR TEAM

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Leann Sullivan

CFP®, Vice President

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Tom Hudson

CFA®, Director of Investment Research

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Jane Taubner Barney

JD, CFP®, CDFA™ Senior Client Advisor

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Renée Kwok

CFP®, President & CEO