Your thinking partner in reality-based financial planning.
Our fiduciary services
Financial Planning & Strategy
Creating, managing, and preserving wealth is the result of a comprehensive strategy. Wealth consists of the five forms of capital--- human, intellectual, social, spiritual, and financial--- we believe management of the first 4 is the most critical to the successful preservation of an individual, family's or enterprises financial wealth.
3(21) & 3(38) Services
Hello business owner! Engaging us as a fiduciary is a fantastic idea. You can look forward to reduced risk and management responsibility, more time (and brainpower) to spend on more impactful business concerns and general peace of mind.
Legacy Planning & Governance
We provide wealth planning, fiduciary, and educational services focused on tax-efficient wealth creation, cross-generational transition, governance, and wealth protection. Our clients trust us to design, implement and administer complex financial strategies and fiduciary structures that stand the test of time.
Investment Management
Our investment team and partners define investment strategies that are stress-tested, structured tax-efficiently, aligned with our clients’ values and integrated with their planning. We offer open architecture and best in class custodians in a transparent manner.
“I underestimated how hard planning for retirement was, but with Joseph’s patience & expertise we crafted a strategy, together.”
— OLIVIA T., MERANTI CLIENT