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We help clients achieve long-term protection and growth of wealth while shaping their desired lifestyle and legacy.

“Simplicity is the ultimate sophistication.”

LEONARDO DA VINCI

David Robert Gurtcheff

WE SIMPLIFY YOUR JOURNEY & TIE THE PIECES TOGETHER.

Many people struggle to clarify their financial goals. The discovery process is different for everyone. We rely on our years of working with high-net-worth families in providing an outline to work within. Our office setting is more conducive to creating collaborative, meaningful conversations about what matters most to you than simply conducting financial analysis.

  • Identify goals, values, dreams, concerns, and challenges
  • Address family dynamics
  • Collect data and documents
  • Establish your risk tolerance
  • Create a detailed view of your current financial situation
  • Identify what may be missing from your current strategy
  • Refine all data inputs
  • Re-state your objectives to ensure we have complete clarity of your goals
  • Create a plan of action
  • Ignite all client strategies
  • Visualize with interactive eMoney Software
  • Review estate plan
  • Introduce other resources as needed
  • Review, analyze, and provide feedback on objectives
  • Make necessary lifecycle adjustments
  • Monitor investment strategy
  • Receive market analysis/updates

CORE FOCUS AREAS

We work together across all aspects of financial life – investments, retirement, insurance and estate planning. We also provide access to our vast network of estate attorneys, tax specialists, insurance professionals to help with any unique needs you have throughout life.

OUR LONG-TERM RELATIONSHIP WITH YOU INCLUDES:

PLANNING YOUR FUTURE

Wealth Accumulation,
Retirement, Estate Planning

MANAGING YOUR PORTFOLIO

Customized Wealth Strategy,
Goal-focused, Anticipate Risks

GENERATING RETIREMENT INCOME

Guaranteed, Variable,
Taxable, Non-Taxable

CREATING MULTI-GENERATIONAL WEALTH

Legacy Planning,
Philanthropy, Wealth Transfer

CONNECT WITH US

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