Wealth Planning

Charting a course to protect, enjoy and transfer your wealth.

To enjoy the financial future you envision, you need a thoughtful plan today that will achieve those goals.


We work closely with you and your other professional advisors to create an integrated plan focused on what's important to you now and in the years to come.

Important financial issues we address together include:

  • Cash flow and budgeting
  • Education and retirement
  • Estate, gift and income taxation
  • Wealth transfer
  • Personal and charitable giving
  • Credit needs and cash management
  • Business owner liquidation
  • Insurance coverage

Diversification strategies for:

  • Low basis securities
  • Real estate, illiquid or concentrated positions

Get in touch

For more information about our Wealth Planning services, call:

844-251-0099 Email Us Find My Wealth Management Office

Financial Considerations When Your Kids Are Out College

Susan Black explores important opportunities for both empty nesters and the parents of Boomerang kids.


Capital Gains Tax Strategies

If the proposed tax increase on capital gains is enacted, the rate could jump to 39.6% for some individuals. Learn what you can do to protect your assets and stay on track.


2021 Tax Rules for Gifting to Charities

Tax laws encourage charitable giving but the rules for deductions can be complex. Learn more about the most efficient strategies for gifting appreciated stock vs. cash, and the benefits of making donations directly from your IRA


IRA Rule Changes Create Tax Issues for Heirs and Estates

The new SECURE Act now requires inherited IRA distributions to be taken within 10 years. Watch our short video to find out what this could mean for you and strategies that could minimize these impacts.


Advanced Tax Management Strategies

Portfolio rebalancing, Location Investing, and New Hampshire Trusts are just some of the advanced tax management strategies we consider to reduce your tax exposure to help build and protect your wealth.


It all starts with a conversation

Our team of seasoned wealth management professionals look at your whole financial picture and get to know you and your goals for the wealth you're trying to create, build, and protect.

Meet the Team