approach

Your Vision

A Comprehensive Approach to Wealth Management
Pursuing a Vision— Keeping Priorities in Focus

Various interests compete for your energies, and you need a coordinated team of advisors, attorneys and accountants focused on your goals and a set of proven strategies to ensure you reach them. 
 
At The Corundum Group, we work with you and your other advisors to keep your wealth management and estate plans on a steady, productive course by managing to your bigger financial picture. By determining what it is you want to accomplish and reviewing your financial status (investment portfolio, estate plan, insurance programs, and tax profile), we formulate a financial strategy designed to anticipate change and address it proactively.

Strength In Unity
Your Most Invaluable Asset

The Corundum Group serves only a select group of clients and commands the resources and sophistication of larger firms while maintaining our boutique-style service. Our clients enjoy an extraordinary level of personal attention and control along with preferred access to top-tier financial organizations and their representatives, the benefits of which are numerous and substantial.

At The Corundum Group, our principal concerns include: 

  • Wealth accumulation

  • Long-term asset growth

  • Minimization of tax liabilities

  • Personal risk management

  • Proper estate planning to ensure the orderly transfer of wealth

We take pride in the relationships we build and the promises we fulfill, helping clients like yourself maintain and preserve your family legacy for future generations.

* Investment products are not FDIC insured, not guaranteed by a bank and may lose value.