We are an independently owned financial consulting and management firm, singularly focused on creating sustainable financial solutions to address the personalized needs of our professional and organizational clients.
Maintaining specialized credentials within a wide array of professional fields such as law, accounting, investment planning, insurance portfolio design, trust & estate planning, and risk management, we are uniquely qualified to counsel our clients in a truly comprehensive and objective fashion.
Most importantly, our competencies in these divergent areas enable us to integrate the various financial and non-financial aspects of a client’s wealth into a synchronized strategy with the intent of optimizing our clients’ overall wealth. Moreover, these same multi-layered competencies foster effective collaboration with our clients’ existing attorney and accountant relationships, so that a cohesive team can be developed.
