Solutions for Big Four and Consulting Professionals
Comprehensive wealth planning and investment services tailored to your goals, delivered by experienced financial advisors.
How we can help.
We have extensive experience working with tax, audit, and consulting professionals across the country, which means we understand your distinct needs and are uniquely positioned to help you achieve your financial goals.
Maximize Your Benefits
As professionals in some of the world’s most impactful companies, you have unique benefits—and for some, ownership in the firm. We understand how to incorporate these benefits into your broader financial picture and support your needs throughout your career and after.
Navigate Independence Requirements
We help navigate the complex independence requirements of your firm, carefully selecting investments that maintain and adjust to your firm’s compliance program, so you can invest with confidence.
401(k) Advice
Your 401(k) is one of the most important pieces of your wealth. As a leading advisor to retirement plan sponsors, we leverage our resources and experience for your benefit. For certain firms, we also offer our Retirement Allocation Program, which provides monthly advice from our investment experts.
Account
Aggregation
Secure online portal to enables clients to view their aggregated investment accounts and overall financial plan in one easy to use site.
Cash Flow
Planning
Modeling and analysis of income, expenses, and strategies to understand the financial impact on long-term financial goals.
Charitable Gift
Planning
Advice and strategies to help clients better accomplish their charitable and philanthropic intentions.
Corporate Benefits Planning
Financial advice to help clients make important decisions regarding company-provided benefits, stock options, deferred compensation, dividends and distributions.
Education, Estate &
Legacy Planning
Oversight and alignment of estate and education planning documentation with a client’s long-term goals to protect and preserve substantial assets.
Family Governance
Planning
Family investment and multi-generation strategies including education, distribution planning, and long-term trustee solutions.
Family Philanthropic
Planning
Consultation on entity selection, governance, active/passive giving, and strategic prioritization.
Insurance
Planning
Coordinate liquidity needs with business and estate objectives through portfolio architecture, acquisition, ongoing reviews, and aggregate reporting.
Performance
Reporting
Quarterly assessment of investment manager and portfolio returns and risk relative to peer groups and indexes.
Portfolio Construction &
Management
Development and ongoing oversight of an investment strategy designed to achieve a client’s goals and objectives.
Retirement
Planning
Financial advice and investment strategies designed to help clients achieve their post-career income and lifestyle objectives.
Risk
Management
Often used in place of or alongside insurance planning, risk management covers areas such as liability planning, income tax nexus, and unexpected events.
Tax Compliance & Consulting
Tax compliance and consulting for individuals, trusts, estates, flow-through entities, and closely held entities.
