Regardless of what stage you‘re in with your business or in life, we can provide services to meet your needs. We take a clear, flexible and comprehensive approach to help you navigate your unique circumstances and meet your personal goals and dreams.
We Are Committed To Your Success
We Strive For Excellence
With over 60 years of combined experience and a dedication to continuous learning in formal and informal ways, we make sure we have the knowledge and expertise to deliver or connect you with the quality services and information you need for you, your business and family. As we consistently review the markets, environment and policies, we are also actively involved in many industry-related associations and have developed long-standing relationships with experts in a variety of industries that include Legal, Accounting and many others.
We have been recognized in the following financial publications:
- Worth Magazine as one of the Top 250 Wealth Advisors.
- Philadelphia Magazine as a FIVE STAR Wealth Manager.
- Delaware Today as a FIVE STAR Wealth Manager.
- Wealth Manager Magazine as one of the country’s Top Investment Advisory firm.
- Listed in Consumers’ Research Council of America Publication: “Guide to America’s Top Financial Planners”.
- Bloomberg Wealth Manager Magazine as one of the country’s Top Wealth Managers.
Jane & Ken – Early Retirement
Jane and Ken came to us eager about their plans as they prepared for early retirement. The couple was looking forward to being together and spending much of their time travelling. As this new stage in their lives was quickly approaching, they had some concerns and questions that began to overshadow their enthusiasm. Both were concerned about their finances lasting for the rest of their lives. They were also uneasy about how the other would manage financially if something were to happen to one of them.
Recognizing that Jane and Ken needed a sound plan that addressed their concerns and would give them a sense of control over their future, our team’s first step was to organize all their investments, insurances, taxes and estate plans to get a full understanding of their financial picture.
Once this was completed, we ran several cash flow scenarios to show Jane and Ken how they could manage their annual spending to ensure their finances would last over time. Then, the team structured the couple’s investments to generate the rate of return required to support their lifestyle and retirement. With a strong plan in place, Jane and Ken were excited to move forward with their early retirement plans with confidence and peace of mind.
Mary – Recently Widowed
Recently widowed, Mary was distraught and anxious. During their forty-five years of marriage, Mary’s husband Steve, a former scientist, had handled all the couple’s finances and investments so that Mary would not be burdened with it. And now, sadly, he was gone. Mary, unfamiliar with how to manage their finances was now responsible for overseeing eight-million dollars of net worth including rental properties and investments held in multiple accounts.
Still grieving and overwhelmed, we knew that we could first provide Mary with some comfort and support as she trusted us to step in with our expertise and act as the team with oversight of her day to day finances. We were able to provide a safe place for her to ask questions; and as a result of coordinating with her other advisors, CPAs and her attorney, we were able to make sure her finances were in good order.
Our next goal was to simplify Mary’s life and ease her anxiety around her assets and investments and their potential to support her for the duration of her life. With the help of her accountant we were able to sell the rental properties in the most tax-efficient way to provide her with more financial liquidity.
Then, we took over the management of her investments consolidated her accounts and made sure she had an investment strategy that met her needs. With the stress of the financial management behind her, Mary was able to relax and know that although Steve was no longer there, she would always be taken care of.
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Wilmington, DE 19810