High Net Worth Planning:

What defines high net worth?

We define HNW individuals, families and businesses as having approximately $3,000,000 in net worth or more.

Generally people who have this net worth have one or more of the following characteristics:


Increased tax exposure to income, capital gains, net investment and even estate taxes.
Actively or passively are thinking about the sale or transfer of Real estate, business interests and concentrated stock holdings in the coming months and years.
Experienced the desire to integrate various financial, legal and tax planning.
Want assistance identifying and simplifying the decisions to make from among several varying options and outcomes that can be overwhelming or complex.
Value relationships and are ready to collaborate with professional assistance to implement or act on their wishes.


If you can relate to any of these characteristics and you meet the definition of HNW we should talk.  If we ultimately do work together we use a team approach of internal and external professionals to integrate the various financial, tax and legal plans and collaborate with any professionals you may like to currently work with.

Ready to take your next step?

Request a meeting or phone call with the office. Great conversations start with great questions.

  • By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.