Comprehensive Wealth Management

Comprehensive wealth management is the culmination of services from our various, related practice areas. We deliver customized services that address your unique financial needs, using a total wealth management approach that features:

  • Comprehensive Financial Planning
  • Estate Planning 
  • Tax Planning
  • Investment Consulting 
  • Charitable Giving 
  • Family Wealth Counseling
  • Employee Benefits Coordination

Our Comprehensive Wealth Management System captures information from all of your current financial service providers (banks, mortgage companies, insurance providers, etc.) for a truly comprehensive and transparent approach. Our secure, customized website allows you and designated family members to see a complete real-time snapshot of every financial balance you have across financial accounts and institutions. 

  • With your permission, the site can be accessed by your other trusted advisors, including attorneys and CPAs.
  • This complete aggregation of balances from your checking, savings, investment accounts, credit card companies and mortgage companies provides you with an accurate, daily net worth statement that then dynamically overlays your financial plan, enabling you to see if you are on track every step of the way.

The Result:  Full transparency and 24/7 access to real-time financial data at your fingertips, when you need it.


For more information, view our Comprehensive Wealth Management System (CWMS) video demonstration to learn more about our state of the art planning technology.