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:
Diversification strategies for:
For many parents (and grandparents), investing for college is one of their highest financial priorities. For millions, a 529 College Savings Plan is the backbone of their savings strategy, offering an attractive tax-free route to accumulate funds needed to help pay for qualified higher education expenses, as well as primary education.
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.
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.
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.