• How can charitable giving and philanthropy become part of my financial plan?

    Charitable giving and philanthropy can be a meaningful way to use your wealth while also creating opportunities for thoughtful tax planning. Depending on your goals, that may include donor-advised funds, gifts of securities, structured giving or involving children and grandchildren in decisions about the causes your family supports. We help connect generosity to the rest of your financial plan so giving feels intentional, sustainable and personal.

  • How can we help women during a major life change?

    We are passionate about helping women join and be more involved in their own financial decision making. Our team can help you make sense of decisions that often arrive during emotionally significant moments, including divorce, widowhood, retirement, a second marriage or taking on greater financial responsibility. We help you understand what you have, what needs attention now and what can wait, while giving you the time and space to make informed decisions at your own pace.