Our team

Our team has helped clients navigate the complexities associated with their financial lives for over 20 years. We take a collaborative approach to wealth management and work diligently alongside individuals and families to identify and understand their financial objectives. We then create a customized wealth plan to achieve those goals. Investment strategies are implemented to balance growth and income needs while providing stability during periods of market volatility and economic uncertainty. Once implemented, we regularly review our clients’ wealth plans and investment strategies to make adjustments when personal situations and/or market conditions warrant changes.

Though we work with individuals and families from a variety of backgrounds, we have specific expertise when working with:

• Corporate executives and employees who receive equity compensation.
• Attorneys with inconsistent cash flow and financial investments in their firm.
• People in/approaching retirement who are looking to consolidate their investments and develop a streamlined retirement plan.
• Real estate investors looking to simplify and diversify their property holdings tax-efficiently with a 1031 exchange. 

Contact us today to set up a meeting.