Our Private Client Advisors (PCA) team has more than 350 national professionals assisting individuals in meeting their personal financial needs. Comprehensive financial planning is our cornerstone service and includes consulting in the areas of estate and wealth transfer, investments, retirement planning, insurance, compensation, benefits and option planning, and income tax planning. In addition, certain corporate events such as downsizing, restructuring, and significant benefit changes create the need for financial planning and decision support. We offer a one-time comprehensive session for executives called a “strategic review,” and a one-time, limited scope private counseling sessions for large groups of employees as well as group workshop services.
Our practice provides personal tax and financial counseling services to wealth individuals, executives, and closely held business owners. We serve individuals directly and through corporate-sponsored employee benefits programs and coordinate our full-range of financial services by assisting clients in evaluating high-level, strategic wealth allocation decisions based upon goals for personal financial comfort, business and investment needs, family legacy, and charitable objectives during lifetime and at death.