Wealth Advisory
& Financial Planning

We will accompany you in all aspects of managing your wealth and finances. As such, we:

  • Develop a complete understanding of your goals and objectives.
  • Assist in cash flow and financial planning, and maintain your balance sheet.
  • Coordinate with your accountant to understand your overall tax situation and ensure that tax implications are incorporated in all decisions.
  • Work with your trust and estate lawyers on all planning matters.
  • Assist with philanthropic planning, identifying when investment assets should be used to fulfill pledges or make contributions.
  • Review existing insurance policies, assess needs for additional protection, and analyze insurance in overall estate and financial plans.

Wealth management is about more than account balances and rates of return. While we expertly manage our clients’ investments, we are equally focused on the human side of the balance sheet.”
Maria L. Chrin, Founder & Managing Partner

Together with you, we connect the many pieces ​of the wealth management puzzle.”
Ann Kaplan, Partner

Wealth management is about more than account balances and rates of return. While we expertly manage our clients’ investments, we are equally focused on the human side of the balance sheet.”
Maria L. Chrin, Founder & Managing Partner

Together with you, we connect the many pieces ​of the wealth management puzzle.”
Ann Kaplan, Partner

Liquidity &
Investment Management

Aggregated Performance & Asset Reporting

Multigenerational Engagement & Financial Education

Liquidity & Investment Management

Aggregated Performance & Asset Reporting

Multigenerational Engagement & Financial Education

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