Financial Planning + Investment Management =
Private Wealth Management
Families are the heroes of our story.
We are their guide to help them resolve known and unknown wealth management issues and to help them enjoy their hard-earned freedom to do what they want, with whom they want, and when they want.
For many families, it's not enough to grow their investment portfolio to the point of financial freedom. We've also got to structure and title our assets' property for protection from bad outcomes, ensure assets and liabilities are sufficiently covered, create succession plans for businesses, and prepare an estate to be passed on to the next generation.
These are just a few areas where we've seen mistakes made and corrected.
For example, the proper titling of assets is often overlooked for asset protection and estate planning, potentially exposing you to unnecessary risks or your heirs to unwanted tax and wealth transfer issues.
When you invest with us, Christi Shell can help you make sure your investment accounts and other assets are titled properly according to your overall wealth strategy. If you don't have a plan for these essential wealth issues, she'll help you create one that gives you peace of mind.
As director of wealth management, Christi Shell has more than three decades of personal finance experience, starting with personal banking and now overall wealth management.
In addition to her vast experience, she earned a B.S. in Organizational Management; she's a Certified Wealth Strategist®, an Accredited Asset Management Specialist®, and a Behavioral Financial Advisor®. On top of all that, she completed the prestigious Wealth Management Theory and Practice program at Yale University.
She's got you covered. We've got you covered.
Private Wealth Strategies
Private Wealth Strategy Process
We help you discover the key wealth issues you may be facing, and a plan to get on track.
Identify gaps in your strategy between where you are and where you want to be.
We are a fiduciary advisor to private clients, always putting their interests first.
Our mission is to help families survive and thrive by growing and protecting wealth now and for future generations.
Through education, insight, and understanding, our mission is to develop strategies and tactics for the accumulation and distribution of your assets during life and after death in the most tax-advantaged way.