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Family Wealth

Wealth Management for Families.
Creating a legacy.
Smart investment and planning strategies designed to build and protect generational wealth. We work closely with you and your family to establish an impactful and lasting legacy.

We work with families on holistic investment management and financial planning that meets your needs today while preparing the next generation for success. As a firm that has been in business for 45 years, we are proud and honored to have successfully navigated this journey with generations of families we continue to partner with.

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51.8%

Percent of the total wealth in the United States is owned by members of the baby boomer generation

U.S. wealth distribution 1990-2023, by generation – Published by Statista Research Department, Apr 11, 2024

Investing and protecting your family wealth

Our evidence-based investing approach, regular portfolio rebalancing, strategic tax-loss harvesting, and exclusive client portal, StrategicOne, ensure smart and informed investing decisions for long-term financial security.

Investments

Preparing the next generation for success

Our collaborative approach empowers the next generation through education and support. We work closely with your family to prepare them to manage and sustain wealth responsibly, provide financial education and coaching for children and grandchildren, and offer access to expert guidance for life’s significant milestones.

Protect yourself and your family

Life is unpredictable; secure your family and business with comprehensive insurance coverage. Our services include a thorough risk and needs analysis for all insurance types, assistance in obtaining the best coverage through our trusted partners, and regular reviews to adjust your coverage as your life and risks change.

Thoughtful transition planning

As you approach your next chapter, ensure your business is prepared for the transition. We offer comprehensive retirement planning to align your personal and business readiness, and detailed succession planning, whether you’re retiring, selling, or passing your business to the next generation.

Our Approach.

  • Strategic Financial Services Brand Icon
    The Process

    How we go from strangers to life-time partners.

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    The Plan

    How we get you on-track and make sure you stay there.

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    The Portal

    How you manage, monitor and take action on your plan.

Why Strategic?

Your Best Interests. Always.

As an independent registered investment advisor firm, we have a fiduciary obligation to act in your best interests. And as a fee-only firm, we only make money on the assets we manage for you. So, when you make money, we make money. It’s that simple. We don’t sell any commissioned products or receive kick-backs.

Our Pricing Philosophy