financial group

Wealth Management Services

Your finances should be shaped by your dreams, not your needs. Your dreams for your estate and your legacy – these conversations are where we start as your advisor. Who you are and what drives you will shape your portfolio more deeply than the latest trends in markets or finance.

We believe holistic, comprehensive financial planning will provide you with a roadmap to those dreams, and give us a big picture of your overall financial health. We also believe financial planning is a team event, and so will work in concert with the other supporting professionals in your life (legal, insurance, other advisors) to co-create a plan that fits your life.


Portfolio Management

The Abaris team sees investments and portfolio management as an important tool to help you pursue your dreams.  Learn More


Traditional Wealth Planning

Traditional wealth planning is the foundation of all that we do.  We follow a 4-step process to create a customized roadmap to pursuing your goals. Learn more


Financial Life Planning & Coaching

Your life and financial goals are forever intertwined. Your portfolio shouldn’t represent market whims, or even what your advisor prescribes, but who you are. Learn more


Estate, Tax & Philanthropy Planning

Creating a legacy gives meaning to life. What is important to you? How do you want to be remembered? Learn more


Life Transition Planning

Change can be challenging & having an experienced trusted advisor to help you navigate uncharted territory can reduce your stress & make for a smoother experience. Learn more


Private Trust

One of the most important decisions in estate planning is who to name as trustee. Learn more