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Our Clients

It is a privilege to serve as an advocate for our clients who have entrusted us with their financial matters. Our passion lies in helping successful and caring individuals, professionals, and business owners who value our experience and knowledge regarding law and money matters. Our clients share in the realization that by coordinating and managing today’s financial decisions they can work towards their goals for tomorrow. They are individuals and business owners who expect excellence and have made a firm commitment to achieving it themselves.

We offer high-touch, personalized services to honest, coachable clients who want to develop a trusting relationship with a wealth manager.  Typically, our clients also share similar objectives including simplifying and organizing their financial affairs, accumulating and protecting their wealth, generating a tax efficient retirement income for their lifetime, minimizing income, inheritance and estate taxes, and transferring wealth to their families and/or charities in an efficient manner.

We seek to be problem-solvers first, and investment managers second. We operate under the belief that if we do well by the client, our firm will continue to grow and we can dedicate our careers to helping individuals and families make sound financial decisions.

Retiree 

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Business Owners

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