Expert Analysis
Resource Center
A curated collection of proprietary research, white papers, and confidential questionnaires designed to provide clarity and facilitate our partnership.
Our Library
In-depth analysis and perspectives from our team on topics crucial to wealth preservation and growth.
2025 Annual Market Outlook
Our perspective on global markets and key economic trends for the year ahead.
The Productivity
Boom
An investment thesis on the infrastructure powering the AI revolution.
An Introduction to Private Credit
A primer on the role of private credit in a modern investment portfolio.
The Practice Owner's Playbook
A guide to advanced retirement and tax reduction strategies for physicians and firm owners.
Discovery Meeting Checklist
An optional, one-page guide to the documents that will be most helpful for our first meeting.
The "Ready to Sell?" Checklist
A high-level checklist to help business owners assess their company’s readiness for a potential acquisition.
The Legacy & Estate Plan Organizer
A simple organizer to help clients catalog their critical estate planning documents and digital assets.
Confidential Questionnaires
To begin our partnership, please select the relevant secure questionnaire. The information you provide will allow us to prepare for a productive initial conversation.
New Client Discovery Questionnaire
This comprehensive questionnaire is the first step in our discovery process for new clients. It covers your financial history, goals, and personal values to help us build a complete picture of your life. Please allow 15 minutes to complete.
Risk Tolerance Questionnaire
Understanding your personal comfort with investment risk is crucial to building a successful portfolio. This short assessment helps us quantify your risk tolerance to ensure your investment strategy aligns with your temperament. Please allow 10-15 minutes to complete.
Personal Information Questionnaire
This Personal Information Questionnaire gathers the information required by the custodian to open your investment account. It includes key details about your background, beneficiaries, and contact information to ensure a smooth and compliant account-opening process. Please allow approximately 10–15 minutes to complete.
Beneficiary Designation Form
This form allows you to designate or update who will receive your assets in the event of your passing. This form is for internal purposes, and if needed, your advisor will provide the appropriate custodian forms. Please review your selections carefully before submitting.
Feedback Questionnaire
Your feedback is important to us. Please take a moment to share your thoughts so we can continue enhancing our services. Please allow 10-15 minutes to complete.
The Annual Review Questionnaire
Help us help you! This quick check-in ensures we’re focused on what matters most to you financially. Takes about 10-15 minutes.
Interactive Tools
Gain personalized insights into your financial future with our suite of sophisticated planning tools.
Compound Growth Calculator
Visualize the power of consistent contributions and long-term compounding.
The "Pay Down Debt vs. Invest" Calculator
College Saving
Calculator
Retirement Age Calculator
Financial Independence Forecaster
A simplified look at your path to financial freedom.
Home Affordability Calculator
The Tax-Equivalent Yield Calculator
Begin a Conversation
We invite you to contact us for a confidential, exploratory conversation to determine how our capabilities can serve your unique needs.