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What We Do

We assist high net worth families and small business owners with wealth accumulation, tax strategies, retirement planning, and risk management.

Goals Based Planning

Each client is different, as are their goals. Retirement is the most common goal for clients, but what about education funding, planning for a child’s wedding, or saving for a second home? We adjust clients’ portfolios to meet goals whether they are 30 years away or 3. Each plan is customized for our client.

Risk Management

We all hope to live long prosperous lives, but in the event of the unthinkable, we work with our clients to ensure their family, business, and legacy are properly protected. We analyze and make recommendations on ways to protect your wealth and your income using tools such as life insurance, disability insurance, and long-term-care planning.

Private Client Services

High net worth clients need a high level of customization in their portfolios that our team can help with. We work one on one with you to design a specific investment strategy that is tailored to your needs. No two clients are the same, as no two portfolios are the same.

Business Owner Services

You have made your dream a reality and are part of the small group of entrepreneurs that help drive our country’s economy. Our team is here to help you navigate the complexities of available programs available for small business owners such as 401(k) plans, profit-sharing, executive compensation, buy-sell agreements, cash balance plans, and more.

Wealth Transfer

Our team works with you to design a plan to transfer wealth to your future generations. You want your wealth to grow and be protected. We believe this needs to be done in the most tax efficient manner. We work with your CPA, attorney, and trust team to design a strategy that aims to protect and pass on your legacy.

Tax Strategies

With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

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