What services are available to me?

Pillar’s approach provides you with a comprehensive way to plan for and achieve your goals. We will work with you to:

  • Create a long-term financial plan that takes you from where you are to where you want to be with a high level of confidence.
  • Protect and grow your wealth through a well-structured, disciplined investment philosophy that meets your plan’s needs.
  • Work strategically to mitigate your tax burden over both the short- and long-term.
  • Evaluate whether your various insurance coverages will protect your wealth against catastrophic losses and other vulnerabilities.
  • Assist you in fulfilling your charitable goals as efficiently as possible.
  • Providing ongoing financial advice by working with us as your personal Chief Financial Officer.