We serve as your financial planner, chief financial officer, business consultant and friend.
Wealth Advisory
Education, Integration & Synergy
We offer a personalized and comprehensive wealth advisory service designed to guide you and your family through the complexities of financial life.
Our approach goes beyond traditional financial planning, considering all aspects of your financial situation to craft a holistic wealth management plan.
We understand that the needs of affluent individuals and families are unique.
The needs of wealthy individuals and families significantly differ from those of other investors. Mainstream fosters an environment where your family thrives from our tailored service and insight into family dynamics.
Simplifying Complexity
We take the administrative burden off your shoulders, managing the details and streamlining information to make your financial life more understandable and manageable.
Multidisciplinary Focus
We take a comprehensive look at all factors affecting your wealth, including estate planning, tax optimization, charitable giving, and more.
Financial Planning
Estate Planning
Retirement Planning
Business Planning
Marital Planning and Divorce
Insurance (Life) and Education Planning
Tax Strategy
Charitable Giving
Business Succession
Collaborative Communication
We foster open dialogue with you, your family, and your trusted circle of advisors (attorneys, CPAs, etc.) to ensure a unified approach to managing your wealth
Multigenerational Council
We work with families across generations to address their unique needs, ensuring the continuity of your family’s core values and wealth for years to come.
What to Expect: Your Ongoing Journey
Your financial life isn’t static—it evolves with career changes, family growth, market shifts, and life transitions. Our process adapts alongside these changes, creating an ongoing partnership that grows with you rather than a one-time plan that sits on a shelf.
Exploratory Meeting
Getting to Know Each Other
Before becoming a client, you’ll meet with our team to understand our approach and see if we’re the right fit. We’ll learn about your current situation, goals, and concerns while you evaluate whether our philosophy aligns with your needs. No obligations—just an honest conversation about whether we can add value to your financial life.
Deep Discovery
Understanding Your Complete Picture
We explore not just your financial facts, but what drives your decisions about money. This includes your history with wealth, family dynamics, values, and the emotional factors that influence your choices. We examine your current investments, tax situation, estate planning, and risk exposures to understand where you are today.
Strategic Design
Crafting Your Coordinated Strategy
Drawing from our analysis, we develop integrated recommendations across investments, tax planning, estate strategies, and risk management. These aren’t cookie-cutter solutions—they’re designed around your specific situation, values, and goals, addressing both the technical and human elements of your financial decisions.
Implementation & Action
Bringing Your Plan to Life
With clear direction established, we implement your strategy with precision, coordinating with your other trusted advisors (CPAs, attorneys, etc.) for seamless execution. We handle the technical details while keeping you informed throughout the process.
Ongoing Evolution
Adapting as Life Changes
Life changes. Markets change. Tax laws change. Your plan evolves accordingly. Through regular reviews and proactive communication, we monitor your progress and adjust your strategy as circumstances shift—whether that’s a job change, family addition, business sale, inheritance, or market volatility.
The Journey Continues
Major life transitions—career changes, business sales, inheritance, family changes, or shifts in goals—bring us back to enhanced discovery and strategic redesign. This isn’t starting over; it’s building on the foundation we’ve created together, adapting your plan to support your evolving life.