WHAT WE DO

At Corwin & Company we work with families to deliver strategies for any and all financial situations which can be not only complex, but highly sensitive. 

And whether you're new to our firm or a long-standing client we work persistently to stay abreast of every facet of your financial situation and the goals you need to accomplish. Then, with the utmost discernment, we continually devise prudent strategies for pursuing those goals.  But our most effective work begins as we construct and maintain timelines for how and when each strategy is implemented and we continually monitor and update progress toward completion. 

WHAT WE'VE LEARNED

Over time we've learned that while it takes distinct skills to provide impactful financial strategies, it also takes discipline to ensure the implementation and ongoing maintenance of these strategies. Too often we begin working with clients whose prior advisory relationships no doubt yielded good advice, yet never brought meaningful results. But we understand deeply, and have seen first-hand the efficacy in long-term strategies which, without consistent tweaking, would fail to remain relevant and impactful; and we pride ourselves on never letting up on the ongoing management of your financial situation.

Said more succinctly, over time your situation and our strategies will evolve together, but our process and commitment to affecting results will remain steadfast. 

OUR AREAS OF PROFICIENCY

With a holistic mindset, we help our clients address:

  -   Cash flow management
  -   Investment asset management
  -   Retirement planning
  -   College planning
  -   Tax planning
  -   Estate planning
  -   Risk management (Too much insurance is deleterious)
  -   Business succession planning
  -   Working with our clients' other advisors creating efficiencies in financial, legal and tax planning strategies and transactions

WHERE WE SPECIALIZE

At Corwin & Company we've developed a niche skill set in providing financial advisory services to families whose wealth will inevitably pass to future generations.  We understand that every family has myriad unique intricacies and the reality is each member of each future generation will have varying desires and capacities for handling wealth.  We know that planning for these "familial intricacies" is burdensome, for when passing wealth the most equitable strategies may not be prudent, yet the most prudent strategies may not always be equitable.  

Through years of experience with multi-generational clients we've learned that implementing prudent plans will indeed be impactful, but having the proficiency to respectfully communicate such plans to future generations is paramount for success. It's this ability to amicably implement financial strategies across generations that we believe sets us apart from our competition.

THE CLIENT EXPERIENCE

As a client you will feel and be valued. Your inquires will not be ignored and your priorities will become ours.  We will never forget it's you for whom we work.