We’ll make sure you’re on your way to a comfortable retirement.


Personal Investment Accounts

A personal investment account can be invested in a variety of financial products. Our advisors will identify investments that meet your financial and ethical goals. We’ll make sure you’re on your way to a comfortable retirement, knowing you have money in the bank and that your investments reflect your values.

Retirement Accounts

  • SEP-IRA PLAN – A SEP-IRA plan allows you to make tax-deductible contributions on behalf of yourself and your employees. It provides a wide variety of benefits, especially to small businesses and self-employed individuals.
  • Solo 401k – A solo 401(k) is a retirement plan for self-employed individuals who have no full-time employees, except for their spouses. It allows them to make contributions as both an employer and an employee. A solo 401(k) can be either traditional or Roth, depending on the tax treatment of the contributions and withdrawals.

Taxable Accounts

  • Taxable Investment Accounts – an investment vehicle that includes “after tax” funds poses unique issues as the desire to minimize additional taxable income competes with the obvious desire to grow assets. By giving consideration to tax efficient strategies, we look to balance between your tax liability and your financial goals.
  • Trust Investment Accounts – A trust account can be used to hold investments which can be managed according to your wishes, either for yourself or for your beneficiaries. This can be a good option if you want to pass on your assets to your loved ones in a flexible and tax-efficient manner.

Book an Introductory Meeting Today

Start your ESG/SRI journey. Schedule a no-obligation, 15-minute complimentary call to learn more about our approach and how it may fit with your goals.