Wealth Planning

Wealth is Personal.

Our team is focused on serving the needs of each client through comprehensive wealth planning that suits current life priorities and future family journeys.

Tell Us Your Story

Your unique situation is our starting point. We begin our work together by listening and gaining an understanding of where you are in life and where you or your family would like to go. Often, our clients have experienced a significant event — sale of a business, liquidity from a successful investment, retirement, or an inheritance. Others seek us out because they have concerns regarding their current approach or current management.

We work together with you to get a clear picture of your complete wealth universe including investment management, spending and cash flow, estate planning and wealth transfer, philanthropy, asset location, multi-generational wealth planning, education funding, retirement planning, and anything else that creates curiosity or concern regarding your next steps. Because we are fiduciaries, you can trust that your best interests are our top priority throughout the planning process. We work closely with you to craft a plan designed to serve your objectives today and into the future.

Focused, Individualized Attention

Our clients depend on us to be informed, responsive, and in tune with their wealth planning and investment management needs. Because we work with a limited number of select clients, we provide a high level of service tailored to each client’s personal priorities, life goals, and needs. The majority of our team has been with the firm for at least a decade, and this long tenure allows each of us to develop deep relationships with each client and to respond promptly and effectively to their needs and requests.

Plans In Action

One key component of wealth planning is smart investing. Once we have a clear understanding of a client’s plan, we look at where their wealth can perform its best to achieve personalized goals. We believe strongly that wealth is created by owning the finest business franchises and avoiding those which have underlying weaknesses. We research companies through deep-dive discovery and the lens of our investment philosophy. Our persistent, disciplined focus on key metrics of business strength and quality has built a portfolio of durable companies that we believe will benefit our clients presently and into the future. The Armstrong portfolio is typically concentrated in common stocks of a relatively small number of companies we believe are the best business franchises available. When we have sufficient conviction in a company to add it to our portfolio, we intend to hold it for the long term, seeking to provide our clients with the advantages of low security turnover and great tax-efficiency.