The Tower Group process centers on a simple theme of Plan Well – Invest Well – Live Well. When a family decides to take control of their financial life, we are here to help. From an active corporate executive to a mother managing a demanding family schedule, time is a valuable commodity. Our Tower Group process can help simplify your financial life, save time, invest for your future and reduce your risks, providing you comfort so you and your family can live a great life. Our solutions can address some of the major challenges that families face when managing their wealth.

The art of living well is to make your life an expression of who you are, your beliefs, hopes, dreams and desires. Your definition of living well is unique. How can you allocate your wealth without a clear definition of living well? First, you have to decide what is most important to your family and we can help you do that. As we work together to  help create your Tower Group Plan, a clear vision of your definition of living well can emerge, as well as a path for getting there.

A financial design for your life begins with where you are today. We start with analysis, obtaining a clear financial picture and assessing risks. By looking at your cash flow, debt, benefits, education funding, taxes and more, we can offer detailed advice to help you pursue lasting financial confidence. Investors want to achieve specific goals and portfolio construction should reflect those aspirations. Our focus is to be aligned with your goals whether it is growth or income.

Life changes can bring new responsibilities as well as stress. We are empathetic as we guide you through life’s transitions, whether you’re getting married, starting a family, getting divorced, or recently widowed, receiving an inheritance, establishing or selling a business, or approaching retirement. The Tower Group Initiative can help create stability and comfort. With empathy, we listen and educate, providing strategies that are tailored to your definition of living well.

Part of managing your wealth involves protecting your assets and preparing for the unexpected. We understand these conversations can be emotionally difficult. Our team will analyze the unique risks that threaten your family and wealth while maintaining emotional balance. We provide estate planning, eldercare planning, and risk management services. We then incorporate these strategies into your wealth program to help ensure you and your loved ones are protected.

Eventually, you will decide how you want your wealth to impact your family, your community and our society. Perhaps you’ve reached a point in your life when you want to give back. Perhaps you are passionate about a cause. Maybe one organization has touched your life or the life of someone you love. You want to create a legacy or pass along your values to future generations. Our comprehensive wealth transfer services  help ensure that you leave a mark as unique as your experiences, passing on what matters most: your values, traditions and beliefs as well as your financial assets and treasured possessions. We can guide you in crafting a plan that articulates your wishes, protects your family, minimizes taxes and preserves your legacy for future generations.