How do you ensure your golden years are as enjoyable as you envision them to be?

As you approach retirement, we’ll put together and execute a plan that helps confirm you have the money you need for all the years ahead of you, as well as any healthcare expenses as you age. We’ll consider tax minimization, lifetime giving strategies, pension benefits optimization, efficient withdrawal planning, and more — everything you need to get you where you want to be in retirement.

Wealth Management for Those Approaching Retirement

You’re not alone — and you’re in the right place

Our goal is to ultimately make your complex life simpler and more integrated. We are committed to building a long-term relationship with you. From the very first handshake, you’re assured the highest of standards, and a relationship that goes well beyond just talking about your investments. Here are a few of the typical challenges that clients who are approaching retirement present us with: