It is important that your advisors understand your entire investment picture before giving advice. If they don't take the time to see the big picture, the advice may be less effective, or even harmful! With that in mind, we use a "Total Wealth Management" approach. We will work with your existing advisors (Attorney, Accountant, etc.) or recommend advisors if you don't have them already in place. Our recommendations for investing, insurance, estate planning, retirement planning, college funding, etc. take into account all of the facets of your financial world.