approach to financial planning and investment management. Our team of advisors has the, risk mitigation, and income tax planning. By taking a comprehensive approach to wealth management, financial planning, traditional investment management, tax-smart investing, tax planning, estate planning, and risk management.

insight with risk mitigation overlays. Our client portfolios are globally diversified, low cost, and tax efficient. We serve as expertise on fiduciary issues. Specializations: Retirement planning, Asset Management, IRAs, Risk Management, Wealth Preservation, Charitable Giving, Trust Distribution Planning.

Financial Planning Risk Management Retirement Planning Portfolio Design (including Tax Optimization) Estate Planning Life Income Planning Divorce Financial Planning

; Construction, labor and employment, risk management, insurance, Land use, environmental compliance, renewable energy; Natural resources, tax, and estate planning

independent registered investment advisor providing specialized investment management strategies and solutions for institutions, limited partnerships, account the asset nature, concentration risks, diversification goals, implementation costs, effective tax management, liquidity requirements, optimal portfolio and