All posts by Tim Chen

Your Needs First

Whatever stage you are at in your life or career, our experienced professionals work with you to develop a thorough comprehension of the steps necessary to help you achieve your short and long term financial goals. Financial education represents more than an understanding of numbers.

Wealth Transfer

Transferring wealth requires careful early planning to ensure your wishes for the future are properly addressed. We work with you to do so in the most efficient manner possible, minimize estate taxes, and determine the most appropriate strategy to help establish long-term security and financial well-being for your family and heirs.

Philanthropy

We can work closely with your organization to help meet its unique investment goals. Further, we can work with your personal team of advisors to identify ways to help you create a philanthropic legacy to support the causes you most believe it, with a lasting impact for your lifetime and beyond. We have significant experience working with foundations, endowments, schools, museums and community service groups.

Portfolio Management

We can help you choose the right level of advice and wealth management services for your needs: professionally managed portfolios, specialized strategies, or customized investment advice. You’ll have access to asset management expertise from outside investment managers, including tax-managed, global equity, real estate, and income strategies.

Planning for Retirement

We can work with you to create a holistic plan with specific investment recommendations and a clear explanation of the benefits and risks. Your plan will reflect our thorough, disciplined approach to investing, including risk and return analysis, inflation expectations, “what if” scenarios, and careful asset allocation. Your plan will reflect your priorities, from retirement income and estate planning to insurance and debt management. And you can meet regularly to keep your plan up to date as your life evolves.

Personal Relationship

We can partner with you to build a relationship defined by your goals, preferences, and active involvement. We can help you choose from a variety of services based on your goals, including portfolio management, retirement planning, trading, insurance, annuities, and more.

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