About Us

We work with a select group of successful families and business owners assisting them in building, preserving, and transferring wealth. With the plan in place, clients can focus on living the one life they have in the best way they can without undue financial sacrifice or over-exposure to risk.

We serve individuals and businesses in all areas of investment planning, including:

Retirement Planning – Help make the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Help manage assets before and during retirement.

Tax Management* – Help make sure your portfolio is tax-efficient. Developing tax-efficient investment strategies. Referring you to qualified tax specialists.

Estate Planning* – Working with estate planning and trust specialists to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Education Funding – Recommending investment and accumulation strategies to help you pay for your children’s education.

Risk Management – Reviewing existing insurance policies.

Investments – Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals.

Employee and Executive Benefits – Helping your business attract and retain qualified employees through benefit packages.