Services

The Scope of Our Services - Revised: March 11, 2011

A. Wealth management*

  • Investment policy advice
  • Portfolio monitoring
  • Investment manager evaluation
  • Charitable giving strategies  
  • Financing educational expenses  
  • Life insurance trusts  
  • Charitable remainder trusts

B. Preserving and striving to provide economic well-being

C. Rewarding & retaining executive talent

  • Supplementary retirement plans  
  • Performance awards & management bonuses  
  • Deferred compensation  
  • Memorial gift programs


Who We Serve
We represent high net worth individuals, family groups and closely-held company owners on investment planning, wealth management and the utility of insurance products in their financial plans.

We have consulted in many industries and in a wide range of economic environments. We have served public and private companies, investment management firms, professional partnerships and not-for-profit organizations.

How We Deliver Our Services
We combine professional imagination, in-depth actuarial and analytical skills and the ability to see investment and financial planning issues in a strategic context. We apply those talents to provide coordinated and comprehensive recommendations on investment strategies, estate plans, wealth transfer, and executive compensation programs. We respect the value of interdisciplinary cooperation and actively encourage collaboration with a client’s legal counsel and tax advisors.

We maintain current working knowledge of the insurance products and companies that can suit our client’s needs. If the outcome of a Compensation Strategies consulting project is a decision to purchase or invest in life insurance, annuities or long term care insurance, the insurance placement activity can be performed at the client's request.

Bill Dreher is licensed by the State of New Jersey to transact variable and traditional life insurance, health insurance and long term care insurance business. In addition, he has personal insurance licenses in 10 other states.