What’s a Personal CFO?

Let’s start with a question. If you were the CEO of a Fortune 500 company, you would undoubtedly have a CFO on your staff to ensure all of your company’s financial goals are achieved, right?

It’s our belief that you are the CEO of your family’s finances and that you should not treat your own family’s financial matters any differently. We also know that life is getter more complex, not less, and that your time is more valuable than ever. In order to juggle all of these responsibilities, and still have time to do what’s truly important, you need what every good CEO has by their side – your own Personal CFO.

Our role as your Personal CFO is to help manage all aspects of your financial life so you can take back your time and simplify your life.  

Wealth Planning

Comprehensive wealth management is the integrated process of managing an individual’s or a family’s wealth in all aspects of planning. There are many things that can have a major impact on your wealth that are below the waterline and are often hidden from plain sight. Along with investment management, we also help you identify and manage these areas to make sure you’re staying on track.