Dave and his team capitalize on the power of a total financial solution, maximizing opportunities while managing potential challenges. We deliver a strategy capable of closing the gap between where you are today and where you want to be. This means we are dedicated to help you reach your financial goals, always acting with integrity and putting your needs first.
A disciplined investment philosophy is a fundamental component of our commitment to you. We take a long term approach to investing that focuses on generating cash flow, reducing taxes and managing risk. Our portfolio approach is focused on establishing the optimal asset allocation, investment selection and diversification to provide the best return possible for your appropriate level of risk. We provide an investment strategy that is based on a thorough assessment of your individual needs.
Building a Financial Plan
Developing a financial plan is the first key step in organizing your finances and making sure you are on the right track to meeting your investment and lifestyle objectives. Dave works closely with you to develop a financial plan to help guide your priorities and investments. Once this is developed, you will have a better understanding of your investment, estate planning and insurance needs.
Estate and Trust Services
Our estate and trust professionals have 125 years of experience in planning and administering estates and trusts. They have the expertise to develop an estate plan that meets your needs and protects your family's wealth. For clients who are committed to creating a meaningful philanthropic legacy, we have the means and knowledge to guide you in making a lasting contribution. We are the largest provider of expert philanthropic services to private foundations with endowments exceeding $1 billion and more than 400 foundations.
Our insurance team compliments the wealth management process by delivering valuable, innovative, insurance-based solutions that are integral to helping you build and preserve your investment income, managing risk, or creating a legacy.
You can reduce the time you spend managing your finances with the help of a dedicated Private Banker who will provide comprehensive, preferential banking services on a highly individualized basis. You and your family can have a dedicated Private Banker who will manage all your banking needs proactively, discreetly and accurately.