As a long-tenured group, we understand how important it is for you to provide a quality life for the people you love. Balancing those financial demands along with life's challenges can seem overwhelming at times. The right professional relationship combined with a customized life plan can clarify your priorities and relieve you of undue worry and stress.
As your Family Wealth Advisor, we build a trusting relationship based on old-fashioned family values, giving you greater confidence in your family's future and enhancing your ability to manage the day-to-day demands of your financial life. Because we are a team, we're often asked to handle the financial affairs of several generations. That's why so many of our clients refer to us as their "Family CFO".
Our Proactive Quarterly Wealth Process encompasses:
Our clientele include individuals, families and corporations from the Louisville area and beyond. Our clients depend on us for: