What differentiates us is our intellectual capital, process, and an understanding of the various techniques available to meet the complex needs of business owners and high net-worth individuals.
With specialized credentials in business exit planning (Certified Business Exit Counselor) and a family business specialization (Certified Family Business Specialist), we excel at guiding family-owned and closely held businesses in growing, protecting, and transferring their wealth from one generation to the next.
In addition, with advanced certifications such as a Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), and Chartered Life Underwriter (CLU), we offer unparalleled expertise to high net-worth individuals in maintaining and protecting their wealth.
It is our goal to become your trusted, personal advisory team on wealth management issues that pertain to business, estate, retirement and investment planning. We establish long term relationships with our clients and help them maximize their financial results.