Prudent guidance for FAMILIES & INDIVIDUALS

We serve affluent families and successful individuals who understand the wisdom of having a well-designed financial plan for addressing important priorities such as funding college educations, mitigating taxes, and making the most of retirement.

Our objective is to serve as your financial advisors for life, handling all matters related to managing and preserving your wealth, and building your legacy – so you are free to focus on the people and priorities in life that matter to you most.

We take extra care to understand their family dynamics and address the wishes they have for their loved ones. We help our clients have a legacy strategy that not only provides for their family and the organizations they’re passionate about, but also has the potential to generate tax benefits and further their overall wealth management plan.

Many times, we find that wealth is concentrated in a single stock, received through inheritance or benefits from a successful business in either the private or public sector. We have strategies designed to resolve this risk, while also mitigating the tax implications.

We also have deep experience in addressing other important financial matters families and individuals encounter, including asset preservation, tax planning, managing cash flow, managing education debt, valuing a company or practice for purchase or sale and, ultimately, enjoying financial independence. Whatever the need, we’ll be here for you and every generation of your family.

Those who keep learning will keep rising in life.
Charlie Munger