Services

Wealth Management

Your story is unique.  As fiduciaries, we curate a financial plan to meet you where you are in life by delivering customized portfolio management and diverse investment solutions for growing and maintaining your wealth.   We incorporate goals-based financial planning and regular performance reporting.  Above all, you can count on us for a transparent process and outcomes.  And when the current changes, we stay connected to see you through it.

Family Office

You are an extension of our family, so our support extends beyond focusing solely on your portfolio.  As your financial partner, we engage our network of professionals to help organize and simplify your busy life.  Our value-added services ensure your financial and family matters run smoothly so you can stay focused on what matters most to you.

Estate/Family

You want your legacy to span multiple generations, so we provide guidance on designing the blueprint to carry forward all you’ve worked for.  We collaborate with a curated network of professionals for strategic tax-planning, liquidity events, asset protection, and trust services.  We make meaningful connections with your family to help transition your assets to your children and grandchildren.  Our goal is protecting your estate and those you love with a prudent and efficient transfer of wealth.   

BLU for Business

Your business is your number one asset.  We offer our entrepreneur clients the opportunity to partner with BLU, a division of Breakthrough Stragtegies, Inc., to build a lasting legacy, ensuring your business thrives as as you transition to the next chapter of your career.  

Philanthropy

Charitable-giving is your ripple effect.  It’s the means to realize a vision developed by your family to carry forward your principals.  We provide solutions for strategic philanthropy to support your passions and reflect your values.  Together, we’ll engage your entire family to develop a fluid plan for creating the most impact.

Resources

Helpful and Insightful Links