Broker Check

Where do you want to go?   We can help you get there!

We help successful individuals and their families create, and live, a life that is of significance to them. Each of us defines success differently, and that is why we work with a network of professional advisors to help our clients maximize the probability of achieving everything that is most important to them.

We use a comprehensive process to help our clients address each of their five key concerns, by helping them:

  • Make even smarter decisions about their money,
  • Mitigate / minimize the negative impact from all of the tax collectors,
  • Provide even more to their heirs  (now and in the future),
  • Protect even more of their assets from being unjustly taken, and
  • Magnify even more their charitable gifts.

We begin our relationship with clients by conducting an in-depth Discovery Meeting   At the Discovery meeting we will look at where you are now, where you’d like to be and help identify any gaps. We’ll evaluate whether your current providers are doing a good job and, if so, we will let you know.

We only take on a limited number of clients for whom we can have a significant
impact.  If we’re the right team for you, we will let you know. If we’re not, we’ll
refer you to someone else who can take great care of you.

If you are interested in having a Discovery Meeting with us to see if we might be a good fit as your new advisor, we’d be happy to meet with you either in person or virtually.  The Discovery meeting takes about 90 minutes. 


Schedule My Discovery Appointment


Our <br />Process

Our
Process

We create strategies that are tailored to your goals.

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Investment Management

Investment Management

Let's talk about your investment strategies.

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Wealth Management

Wealth Management

Wealth Management integrates investments, Tax and Estate Planning. 

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Retirement Planning

Retirement Planning

We're prepared to guide you through life's transitions. 

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Current Insights

Current Insights

Current Interest and Market Insights

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The Resource Center

The Resource Center

Access hundreds of articles, videos and presentations

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Words of Wisdom

Words of Wisdom

"An investment in knowledge pays the best interest."

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Welcome to the family!

Welcome to the family!

When you work with us, you're part of the family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.

If you are already a client, we recommend revisiting this section often as a refresher of how to use your personal financial website and to learn how to make the most of this website as well.  You have access to a lot of powerful information at your finger tips, and we encourage you to take advantage of them, as often as you can.


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We go with you, wherever the road of life takes you.

We go with you, wherever the road of life takes you.

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

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