View your financial assumptions, goals and results of your financial independence analysis
View the details of your HVW investment portfolios
View your accounts custodied at Fidelity
View your accounts custodied at Charles Schwab
Financial Planning
What kind of mark would you like to leave on the world?
We build wealth for clients using a patient, time-tested, long-term value investment approach.
The backbone of this work is our seasoned team of professionals who provide personalized, independent advice to help clients achieve their goals and build their financial legacy.
Your Goals Drive Our Work
No two people have the exact same financial situation. Our relationship begins with a discussion of your current financial situation and what you want to achieve. By understanding the driving factors behind what you want to achieve for your family, your professional life, your lifestyle and your wealth, we are able to chart a path forward. We will use our goal-planning technology and financial acumen to customize a strategy that will put you on the track to your goals. Financial lives are always changing, and our advice will adapt to those changes.
Lifestyle
What is most important for you/your family?
What do you want to achieve professionally?
How do you want to spend your free time?
What does money mean to you?
Growth
Long-term investment focus
Disciplined and consistent approach
Leverage the power of compounding
Legacy
What causes do you support today?
What values do you want to instill in the next generation?
What legacy do you want to leave?
Business Owners
Get Started
Executives
Get Started
Professionals
Get Started
Wealthy Families
Get Started
Living in Retirement
Get Started
We help business owners maximize the value of their business to their personal legacy.
Get Started
We help busy executives manage equity compensation packages and complex cash flows.
Get Started
We help high-earning professionals maximize their peak earning years and build legacy wealth.
Get Started
We help families manage their wealth through a generational lens that is guided by values.
Get Started
We help those living in retirement feel confident about the future as they focus on their legacy.
Get Started
Resources
See all resources
Jay
Wealth Advisor
