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Fully invested in your success—today and always—with a holistic, coordinated and collaborative approach.
Determine if current policies contribute to financial goals. Maximize this asset as it pertains to taxes, your estate plan and portfolio returns.
Serve as trustee or trustee’s agent to ensure your wishes are carried out.
Conduct independent economic and market research to identify opportunities, risks and solutions.
Construct a strategy to maximize after-tax dollars while working on family goals. Comply with filing requirements.
Develop an investment strategy based on your personal balance sheet. Monitor results and adherence to the strategy based on our proven process.
Create a legacy plan to benefit your family, charitable interest or business.
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A nurturing process to realize growth and expand financial security at each step of your life cycle.
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Being bulletproof is the ability to achieve financial independence, have enough assets to live comfortably in retirement, and provide for your heirs. The road to achieving this starts with your personal balance sheet.
Many high-net-worth individuals and families, as well as estate planning practitioners, may remember — all too well — the uncertainty surrounding the federal estate tax that stemmed from the sunset of the Bush tax cuts in 2010. Now, we again find ourselves in a period of uncertainty. Donald Trump’s election to president and the Republicans’ control of Congress have created an ideal environment for significant tax reform, and many are calling for complete repeal of the estate tax.
March returns for U.S. stocks were flat, with the broad market Russell 3000 adding less than one-tenth of a percent for the period. However, year to date, all the major benchmark indices remain in positive territory.
The U.S. economy grew by a lackluster 1.6% for the full
year 2016 – its slowest pace since 2011. While growth in the past year
was a full percentage point lower than in 2015, expectations are for a
pickup in the pace of growth for 2017.
At the end of March, the expansion will officially turn 93 months old – nearly twice as long as the average expansion length of 47 months. However, expansions don’t die of old age, and there appears to be plenty of reason to be optimistic about the near-term outlook for the economy.