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Our Success Depends on Keeping Clients First

Families and Individuals

90% of families lose their wealth by the third generation. Our approach is based upon the governance that has guided some of the country’s wealthiest families to protect and preserve their wealth from generation to generation. Coordinating and aligning the efforts of all advisors to achieve the best outcome for the family is at the heart of our mission to sustain family wealth…the way the family defines it.

Affluent families entrust us to be their advocate, representing their values, vision, goals and initiatives. We will see that all parties work in a unified fashion and in the best interest of the family. Our clients seek advice that allows their wealth to sustain not only their goals, but the goals of generations to come.

Women Investors

Today, women control the majority of personal wealth in the United States. While men and women often share the same financial goals, that’s not always the whole story. If you’ve ever left the workforce to raise a family, cared for a sick or aging family member or suddenly found yourself single following a divorce or the death of a spouse, you know how a life event people experience every day can have a profound – and often disproportionate – impact on your financial health. Our team intendeds to serve as a resource – so you have the information and insight you need to make smart, informed decisions about your financial future.

Business Owners

Owners and executives often have complex financial concerns that require sophisticated planning strategies.  We provide expert advice to manage your unique needs in the context of other important financial considerations such as Rule 144 Stock Sales, Rule 10b5-1 Trading Plans, stock option exercises, restricted stock awards, and corporate qualified and non-qualified retirement plan consulting.

 A one team approach. Numerous professionals offer advice and guidance in their field of expertise. We collaborate with all advisors to understand your entire financial picture and align the team towards your mission. Having an exit plan and assembling the right team of advisors to execute the plan is crucial. The most successful outcomes occur when business owners identify one trusted professional to lead and engage the broader advisory team. When your wealth management team, tax advisor, M&A attorney, and investment banker speak with one voice, not only is a successful close more likely but your best interests stay at the center of every move.

Our team of professionals has the honor of serving as the lead advisor for many business owners and has built relationships that go far beyond the transaction. Whether we can help outline a plan for selling your business, implement exit strategies, or simply offer a unique perspective, we jump at the chance to engage business owners in thought provoking discussion about their enterprise.

Check the background of this firm/advisor on FINRA’s BrokerCheck.