When you work with us, you gain the collective expertise and experience of our entire firm. We work together to create the comprehensive solutions that fit your unique needs.
We have spent thousands of hours becoming experts at every aspect of a family’s financial life in order to help ensure our recommendations—as well as client decisions—are based on real data. And we have the credentials to prove it:
A designation given by the American Institute of Certified Public Accountants that distinguishes individuals committed to protecting the public interest.
What this means for you:
I can provide a unique perspective not only on your tax situation, but on the financial health of potential investments.
This certification identifies individuals who have met rigorous professional standards in 72 specific areas and agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.
I understand the entire spectrum of financial concerns and can help build a plan to address all of them.
One of the highest distinctions in the investment management profession, the CFA credential identifies individuals with advanced investment analysis capabilities who have been recognized globally for their commitment to ethics and professionalism.
I understand how to identify, analyze, select and monitor the investments that can help you reach your goals.
A designation from the Institute for Divorce Financial Analysts, these professionals use their knowledge of tax law, asset distribution, and short- and long-term financial planning to provide in-depth financial analysis and advice to attorneys and divorcing couples relating to the divorce.
I have a deep understanding of all of the financial aspects of divorce and can help you navigate your way through it and plan for the future.
This credential identifies professionals with extensive knowledge in asset allocation, ethics, due diligence, risk measurement, investment policy and performance measurement.
I am able to better assess not only the risks of investments, but also the true risks to your wealth, your business and more in order to help you make better decisions.
An advanced designation awarded by the National Association of Estate Planners & Councils (NAECP) to estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.
I understand all the complexities of estate planning and succession planning and can help you ensure your legacy.
A unique designation for financial professionals who advise business owners on how to successfully sell or transition their business, a strategy referred to as ‘exit planning’.
I can help you maximize the value of your business and transition your business on your terms.
A designation awarded by the American Bankers Association (ABA) to certify that its holder can function in the capacity of a banker, broker, financial planner and trust administrator.
I have expertise in designing trusts and financial plans and always work in your best interests.
Our team has an uncommon depth of expertise and breadth of experience.
We combine our intellectual capital to manage your wealth from a collective perspective. Simply click on a name to get to know our team.
MEET THE TEAM
INDIVIDUALS AND FAMILIES
INSURANCE BROKERS AND AGENCY OWNERS
OPERATIONS & COMPLIANCE
Discover more about how we can help you enjoy a full life. CONTACT US