Broker Check

Who We Serve

High Net Worth Families

Corporate Executives & Partners 
Clients have accumulated wealth in a variety of ways. Some accumulate wealth during their careers as top corporate executives or senior partners of consulting firms, law firms and accounting firms to name a few. Analyzing their company/firm benefits as it relates to retirement and estate planning is a priority. Sometimes, concentrated positions have to be addressed in order to manage risk. We are able to lay out tax efficient planning alternatives in order to better diversify these holdings.

There is no guarantee that a diversified portfolio will enhance overall returns or out perform a non-diversified portfolio. Diversification does not protect against market risk. 

Owners of Closely Held Businesses
Oftentimes, when wealth is tied up in a closely held business, these provide the best opportunities to take advantage of planning techniques not available to other wealthy families. We look at strategies for asset protection and estate planning, insurance designed with a goal to protect your estate and dependents, and tax and retirement strategies to prepare for the future.

Corporate Retirement Plans
We assist companies with 401k/profit sharing plans find the appropriate provider for their situation. Emphasis is placed on providers who can deliver a low cost solution combined with co-fiduciary protections for the Trustees. (Minimum account plan balances of $10 million)