Our Practice

We operate like a small boutique inside a global bank offering a suite of family office type services including wealth management, investment advisory services, retirement planning, personal banker, philanthropic consultant and most importantly, friend. We are intentional about impact every day. We will be in the trenches with you when the world and/or family goals appear to be unbalanced and celebrating with you with life events and when goals have been accomplished.

Wealth Management Planner – We clearly articulate how each financial decision impacts financial security; both in the long and short-term. We focus on outcomes to the stuff that matters to a family: education of future generations, buying a second home, investing in other businesses.

Investment Advisory Services – Have a clear understanding of your financial goals to help make sure your lifestyle is never disrupted. The effort is to help secure, improve and preserve investment assets offering a completely objective asset allocation mix

Retirement Planning - We advise both individuals with their retirement planning as well as managing business retirement plans. Denny holds the Certified Plan Financial Advisor, CPFA designation as well as the Merrill Retirement Benefits Consultant (RBC) internal designation.

Personal Banker – Facilitate and take care of all credit and balance sheet management including mortgages, credit cards, basic banking, bill payment etc. *

Philanthropic Consultant – Assist families in their philanthropic pursuits to establish a family legacy as well as invest in the charitable causes that are most important to them.

*Banking and Credit Services are through Bank of America, N.A.

Retirement Planning

We advise both individuals with their retirement planning as well as managing business retirement plans, such as a 401(k). Denny holds the Certified Plan Fiduciary Advisor, CPFA designation as well as the Merrill Retirement Benefits Consultant (RBC) internal designation.

For Businesses

Access to Fiduciary Advisory Services
By providing access to a Merrill delivered ERISA 3(21)⁴ fiduciary services³, your plan can benefit from our objective investment advice and menu services, with no proprietary investment conflicts, through our investment insights. We stand behind the advice and recommendations we provide with fiduciary responsibility, putting our experience and knowledge to work for you to create financial strategies that fit your organization's needs and specific goals. Our fiduciary services generally include:

Access to services that assist with an Investment Policy Statement (IPS) that defines objectives

• A diversified investment menu
• A rigorous Due Diligence Process
• Quality investment reviews and performance reporting
• An Investment Policy Statement (IPS) that defines objectives

Education and Plan Services

• A thorough needs assessment and plan evaluation
• An objective approach to plan design and implementation
• A communications strategy 
• Enrollment meetings
• Ongoing plan services and help drive financial wellness
• Committed to offering personalized guidance regarding your retirement plan
  
  

A Balanced Approach to Life and Wealth

Our team works with clients to nurture a balanced approach to life and wealth, encompassing multiple priorities: family, health, career, and philanthropy. We believe strongly that “success” has many definitions and we strive to be a critical resource for families as they pursue engaged and fulfilled lives.

We recognize that affluence can place unusual demands on families. We offer a range of services to promote lasting legacies through the positive transmission of values and wealth. Specifically, we work with highly respected professionals who can facilitate constructive dialogue about a family’s collective vision and expectations of wealth for multiple generations.