We primarily work with affluent clients who seek specialized expertise to help navigate the changing landscape of retirement planning, as well as help with their advanced planning in areas such as tax mitigation, cash-flow analysis, retirement asset protection, wealth transfer, charitable giving and philanthropic endeavors. Our clients appreciate the consultative and collaborative approach that our team provides. They welcome the peace of mind that comes with our role as fiduciaries, knowing that we will always put their interests ahead of our own.
Our clients include:
Affluent individuals and families
We support affluent individuals and families by offering comprehensive financial planning services, including investment management, retirement planning, wealth enhancement, wealth protection and wealth transfer strategies.
We help business owners diversify their wealth outside of the business, endeavor to smooth out income volatility, work to minimize taxes and implement risk mitigation strategies to protect their personal, business and retirement assets.
We collaborate with corporate executives to help maximize their executive benefit plans, analyze employer stock plans, work to minimize taxes as well as maximize pension payouts, and prepare for what comes after corporate life.
We support self-employed professionals such as attorneys, CPAs and physicians in helping to maximize their savings and returns, creating strategies to minimize their tax burden and seeking to protect their assets.
Women in transition
We work with women to manage life transitions such as a divorce, death of a spouse or degraded health of a parent, in a collaborative process that seeks to help them take control of their future.