Ongoing Planning
Investment Management
Our Proprietary Distribution Model
WINDWARD Includes:
Comprehensive, Ongoing Planning
Continuous Advisor Access
Year-Round Account Management
Tax Return Analysis
Additional Options
We also offer these services, for an added fee.
Tax
Preparation
Comprehensive tax preparation for client families, with option to include multiple loved ones.
Estate
Planning
We now offer estate planning services to put together documents and coordinate with your attorney.
SteadySail
Distribution
Our proprietary distribution model. For select clients, we create optimized investment distributions for short and longterm needs.
Season's Meetings
The seasonal changes inform many things – what we wear, what we do, and how we do it.
We've built our program around the seasons for financially-relevant topics and actions.
WINTER
January Term
We'll send you a snapshot of where things are, and a celebration of your past year's accomplishments.
SPRING
Spring Semester
We'll meet to discuss taxes, review investments, check in on goals, and update your plan.
SUMMER
Summer School
We believe summer is a time for fun, and family. We will monitor assets and be available as needed while you soak up the sun.
FALL
Fall Semester
This meeting will cover impactful end-of-year financial moves, like investment or tax-related opportunities.