Why can’t I just do all this myself, using one of those online services?

Online tools are pretty amazing these days — they’ve opened up the world of investing to the general public and we think that’s a great thing. But we’re assuming you have better things to do than watch the markets all day and do extensive research on global economies and corporations. 

But managing your investments is just the beginning of what we do. We consolidate real estate holdings, create trusts with tricky tax implications, make sure mom and dad pay the bills on time, get the allowance to Sally at college, and a whole lot more. 

When we say wealth management, we really mean life management.