Professional and objective financial advice, conducted on your terms, creates the critical connection to help you preserve, grow and transfer the assets you have accumulated. That's why we're in business. In fact, that is our business.
We specialize in working with affluent families. With more than 50 years of experience in assisting clients to build and preserve their financial legacies - and helping their future generations to become outstanding stewards of their wealth - we can help you compose a future that is in harmony with your goals.
We assist you in establishing harmony among the important facets of your family's vision and values. The pyramid below illustrates the essential building blocks of establishing your family's unique legacy plan. It starts with the foundation of ensuring that you and your spouse are financially secure and that risks to that security have been addressed. Next, we help you to understand and then plan for the many varied facets of your family being "OK." Finally, if you so desire, we help you build and achieve your goals and the myriad approaches to giving back to the community.