for the LGBTQ+ Community

When you partner with us, you’ll have a team of advisors that understands you and your priorities.

It’s deeply beneficial to have someone on your side of the table who can help you navigate financial decisions — someone that understands your life and your financial goals. When you work with us, you’ll connect with people who understand the planning considerations of the LGBTQ+ community and their families.

What you can expect

  • Tailored advice for key financial decisions

    If you and your partner are starting a family, how will the costs fit into your overall financial picture? If you have been in a partnership for 30 years and are considering marriage, what are the financial and estate implications? How can you find an open and accepting long-term care facility? Regardless of what decisions you will encounter during life, we will be here to provide tailored advice, guidance, and follow-through.

  • A comprehensive plan for retirement

    Retirement planning is a puzzle, and there are multiple financial and emotional “pieces” that must come together. We can help you manage the more technical items, like the spousal benefits from Social Security or a pension plan, to the more value-driven items, like crafting an estate plan that truly captures your vision. At each step, the advice is customized for you. So, whether you are in a partnership or married, have children or don’t, the advice we provide is always driven by your goals.

  • A team that listens

    We value the opportunity to learn from and serve our friends, family, and coworkers who are part of the LGBTQ+ community. In all our work, we listen first and provide advice second.

Our Insights

Throughout the year, we publish articles that share planning opportunities for the LGBTQ+ community.

How We Manage Our Money
How I Manage My Money – Adam Rudolph

As I write this, my fiancé Joe and I are navigating a series of major financial and life events. From a financial perspective, life is all about working towards multiple goals at the same time.

For starters, we are planning our wedding in Mexico City in November
. At the same time, we are also working through the process of starting a family through surrogacy. And if that wasn’t enough, we are also planning to buy a new house. Working toward these goals (while continuing to save for retirement) has required a lot of careful planning and disciplined saving. In this article, I wanted to share what we’ve been doing from a financial planning and investment management perspective to make it all work.

Read More

Sound like a good fit for you and your family?