We see the bigger picture and know the best practices.
We help you understand and consider all your options so a strategy can be developed that aligns with your personal values and commitments. We know that you have worked hard for your money. We will work hard to protect it and help it grow.
Our network brings together the resources of seasoned professionals and staff including CPAs, Tax Attorneys, Certified Financial Planners, Estate Planning Attorneys, Insurance and Benefits Consultants and Investment Advisors in a coordinated effort targeted towards achieving your goals.
We provide services to individuals, trusts and corporations. We are experts on a wide array of financial products and services that can help business owners, individuals and their families achieve their goals and objectives.
The products we offer, along with the ancillary resources of wealth management we have, give our clients the benefits of working with a much larger firm. However, our commitment to personalized, high-quality service keeps a small-firm feel. We answer the phone. We know when you’ll be at your winter residence so we send our materials there. We help you comfortably live your dream retirement. We support your financial success.
When you hire our team, you hire a group of individuals with broad credentials and market experience.
- We hold the Accredited Investment Fiduciary® (AIF®) designation to signify that we have acquired the knowledge to apply global fiduciary standards of excellence
- We are Chartered Retirement Planning Counselor® (CRPC®) designees which means we have been trained and continue to be educated on helping people plan and prepare for retirement
- We have been selected to the Retirement Advisor Council – an independent, invitation only group of 75 of the top retirement plan specialists in the country