Our Philosophy

We act as a personal Chief Financial Officer for our clients. We ensure their assets are invested wisely, making sure they do not take excessive risks. We look for ways to minimize their taxes, both on their investments and in their businesses. We make sure they have a sound plan in place for transferring their assets to their heirs. We work to ensure their wealth is protected in a society where people sue each other at the drop of a hat. And, for those who are charitably minded, we make sure their gifts are as impactful as possible. No one person can be an expert in all of these areas, so we work with a network of other professionals. Together, we assemble a plan that covers all aspects of our client’s financial health.