Guiding families and individuals

Our goal is to serve as your family’s financial advisors for life, handling all matters related to managing and preserving your wealth, and building your legacy – so you are free to focus on the people and priorities in life that matter to you most.

We serve successful individuals who understand the wisdom of having a well-designed financial plan for addressing important priorities such as funding their children’s college educations, and having enough for retirement.

We have deep experience in addressing the important financial matters successful individuals face, including asset preservation, tax planning, managing cash flow, managing education debt, valuing a company or practice for purchase or sale and, ultimately, enjoying financial independence.

The importance of family is a universal theme among our clients, so we take extra care to understand their family dynamics and address the wishes they have for their loved ones. We help our clients have a legacy strategy that not only provides for their family and the organizations they’re passionate about, but also has the potential to generate tax benefits and further their overall wealth management plan.

Many times, we find that a family’s wealth is concentrated in a single stock, received through inheritance or benefits from a successful business career. We have strategies designed to resolve this risk, while also mitigating the tax implications.

Whatever the need, we’ll be here for you as your family grows and evolves into future generations.

Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Be sure to contact a qualified professional regarding your particular situation before making any investment or withdrawal decision.

Changes in tax laws may occur at any time and could have a substantial impact upon each person’s situation. Investors should consult a tax professional for tax advice specific to their situation.