Our Core Services


Our portfolios are designed with one thing in mind – accomplishing your goals. We believe that asset allocation is the most important decision you will make with your investments. Asset allocation is the Core driver of  your investment plan.  Your portfolio will be designed specifically for you based on your unique set of circumstances. Factors such as tax efficiency, investment liquidity and internal costs are also strongly considered in the investment selection process.



We believe you need to understand where you are before you know where you are going. If there is confusion and clutter in your financial life we will clean it up by developing, monitoring and updating your financial plan throughout your lifetime. This Core plan will be the roadmap we use for all future decisions. As you wind your way through life, your Core plan will be updated and revised on an as needed basis to assure you are staying on the right path.



Financial planning doesn’t stop once you retire, it’s just getting started. There are very specific planning opportunities with respect to the preservation and distribution phases of retirement. Tax efficiency withdrawals, cash flow analysis, timing and methods of social security decisions and legacy planning are just a few of the major decisions that need to be made. Navigating these obstacles takes skill and expertise and failing to do so correctly could have long term adverse effects on your wealth and/or future cash flow.



Taxes are a reality of life and will always be a factor to deal with. Our objective is to make sure you are only paying your fair share and nothing more. The key to successfully reducing your tax liability is being proactive and planning for tax events well before they occur. We will work with you to defer income, reduce your estate and minimize your tax liabilities. We also understand the impact taxes can have on overall investment performance and we will strive to minimize taxes according to your unique situation.



The financial management of the professional baseball player involves many unique and complex issues. These can range from multi-jurisdictional tax compliance and planning issues such as asset protection, wealth management and estate planning.  Learn More »