Erika Pieger Odell

While the strategies that my team and I provide are broad in scope, our approach is completely individualized. We deliver the personalized attention to expect as we build a structured plan focused on achieving your financial and legacy goal, while paying particular attention to:

• Life Style Management: We play particular attention to the timing of milestone events, as well as on-going spending patterns to offer you a set of lifestyle guidelines that help assure that your retirement – and other key goals – are not compromised.
• Asset Growth and Preservation: Asset management aims to achieve the best possible investment returns that are consistent with your level of risk. We offer you a wide range of strategies that apply long-held investment principles to help your assets appreciate appropriately. Most importantly, we the open free decision making within a cost effective structure.
• Risk Management: Life's risks manifest themselves in many ways – from loss of health to loss of life – and have the potential to impair the efficiency of a thoughtfully developed plan. Erika and the team proactively address these concerns in a number of ways, ranging from insurance reviews to liquidity strategies.
• Legacy Planning: Delivering an estate to the next generation or a favorite charity requires more attention than families often commit. Coordinating with outside estate and tax professionals, we align estate planning goals with the appropriate asset titling and beneficiary designation requirements, while incorporating best practice tax strategies to help enhance results.

We are change navigators for individuals, couples, and families as they prepare for and move through life's important transitions.
Financial life is rarely static. Careers evolve, families grow, businesses are built and sold, children become adults, retirement approaches, and priorities change. We work with individuals, couples, and families to help them navigate these transitions thoughtfully and understand how the financial decisions they make today can create greater flexibility and choice in the years ahead.

Our perspective recognizes the important role women often play in shaping family financial decisions, while bringing both spouses and, when appropriate, the next generation into the conversation.

While women often bring an important perspective to these conversations, we believe thoughtful financial planning is a family conversation. We encourage both spouses to be actively engaged in planning and, when appropriate, help families bring adult children into discussions about values, responsibility, opportunity, and the purpose of family wealth.

Many of our clients have spent decades building wealth through their careers, businesses, retirement plans, equity compensation, disciplined saving, and long term investing. As they move from accumulating wealth to determining how they want to use it, enjoy it, preserve it, and ultimately share it, we help them develop a coordinated financial strategy around the life they want to lead.

Our clients include:
• Individuals and couples preparing for or living in retirement
• Professionals and executives
• Business owners and entrepreneurs
• Women and families navigating significant life transitions
• Individuals with concentrated stock positions
• Multigenerational families thinking about legacy and wealth transfer
• Families who want to engage the next generation in thoughtful financial conversations

Whether the goal is to travel, support children or grandchildren, pursue philanthropy, buy a second home, create a legacy, remain independent as you age, or simply have greater freedom to make choices as life evolves, we believe your financial plan should support not only your wealth, but what you want that wealth to make possible.

Our process begins and ends with listening to you. We ask you questions about what is important to you and then we listen. Through each step we provide unbiased advice and investment insights to you as we develop and recommend and investment strategy that is uniquely yours.

Discovery:
We begin with an in-depth conversation with you where we listen carefully to understand what is important to you, your family and your legacy.

Through this discussion, we learn about the values that shape your decisions and identify any circumstances unique to your personal situation.

Analysis:
Next we collect and review important financial documents.

We analyize for current and future situation, identify any potential short falls, and discuss the impact of unexpected life events.

In this step, we may also reach out to your CPA and estate attorney as we preform an estate and wealth planning analysis.

Plan Development:
Here we utilize various planning tools and techniques to develop a tailored and detailed strategy with specific recommendations to help you grow, preserve, and transfer your wealth.

This serves as the foundation for for building your initial plan as well as future investment decisions.
Presentation Meeting:

I this step, we present a comprehensive plan designed to achieve your goals.

As part of our presentation, we will explain our investment selection planning and asset allocation strategy.
We will also provide costs and detail on how we monitor performance.

Implementation:
Upon your approval, we will begin to exercise the various strategies presented.

We will also set up tools to provide you with easy access to your accounts and provide on-going update to ensure your plan is implemented as expected.

On-going Service:
We focus on developing a relationship that has special meaning to you and your family.

And, because markets and personal needs evolve over time, we speak with your regularly to held ensure your plan remain on track toward achieving your goals.

We work each day honoring Morgan Stanley's core values:

Do the right thing, put clients' first, lead with exceptional ideas, commit to diversity and inclusion, and give back.

We live by our personal core values of ethics, building relationships, and collaborting with others to provide innovative solutions that create long-term value for our clients and our community.