We seek to consider every aspect of your personal or business financial life as part of your own financial hive. With decades of financial and communications experience, we are able to connect with and educate our clients, while we develop their personalized plan for success.

Savings and Investing Goals

You have a goal. It could be paying for college, saving for a home, or maybe retiring one day, or going part-time.

But how do you get there?

We work closely with you to understand your available and future resources, time horizon, appetite for risk, and comfort with investing, in tailoring the appropriate investment portfolio for you. We then monitor it regularly, manage for tax-efficiency where applicable, and review often.

Risk Management Strategies

We work hard to accumulate our assets, and our income producing skills - so we must be sure to protect them!

In addition to any insurance your job may provide, most adults are candidates for private life insurance, disability insurance (protects your income production), and eventually long-term care insurance.

Our assets, homes, cars, businesses, also need coverage. We can help you obtain the right property and casualty (liability) insurances as well. We have access to many insurance carriers, and work closely with you as we develop your risk management plan.

Impact Investing

Do you want your money to align with your values? Whether you’re an experienced impact investor or new to ESG (environmental, social, governance) investing, which starts with an emphasis on the environmental, social and governance criteria scores of the firms available in our investment universe, we have solutions available for you.

Philanthropy

You have causes you believe in, or would like to learn more about charitable giving, we can help you choose an appropriate gifting strategy.

We also work with non-profit organizations as a connection between their goals and end-donors.