Our purpose is to seek out, curate and tailor financial opportunities that are not typically offered through conventional channels.
As a private financial firm and a division of SafeBridge Financial Group, we have the relationships, access and due diligence process to introduce unique and exclusive strategies in a regulated environment.
When you have specific objectives for a segment of your wealth, what’s needed is the expertise to curate and design highly customized strategies that go far beyond the typical off-the-shelf products. However, it’s also essential to have a process to understand the role these strategies will play within the overall context of your net worth.
In addition to pursuing individual goals, we also work to provide value on a holistic level, so that the opportunities we identify will work in tandem with your other wealth strategies, and align with broader priorities for risk management, growth and preservation over the long term.
This entails coordinating with your network of financial professionals, as well as leveraging our own, in order to create value on a holistic level.
Through our 6-person in-house team and our family office network, we also work in tandem with your existing advisory relationships in order to curate, design and manage custom financial strategies. The result is a highly unique client experience.
We sit down with you to understand not only your investment objectives, but also your whole financial picture and long-term vision. This will enable us to define goals and parameters that meet your immediate needs and fit within the broader context of your net worth.
Our first meeting will also help us create a strategy and communication plan for your financial service providers. We coordinate with your existing trusted advisors, and incorporate members of our own network as needed, in order to help ensure that the strategies we design are in sync with those already at work.
We begin identifying financial opportunities and designing creative strategies that fall within your personal parameters. We perform a due diligence process before presenting our recommendations to you.
In order to customize your financial solutions to your needs, we design unique strategies and identify creative ways to apply them to your financial picture. This includes investment, insurance and lending strategies designed to help build, protect and multiply your wealth.
We implement and manage your custom strategies. We continuously seek out new opportunities and provide ongoing stewardship as you work toward your goals for your wealth, estate and legacy.
“We know your financial well-being is an extremely high priority for you. That’s why we take this responsibility seriously, and we take your financial legacy personally.”