You have worked hard to obtain your law degree and are now reaping the rewards of a higher income and the resulting complications it can bring about. Whether you are a sole practitioner, a partner in a small or large firm, working for a corporation or a current / retired judge, we strive to help you minimize your tax exposure and show you how to maximize your wealth building.

As a business owner, you’ve built something you care about – and you want to see it last. We understand. We’re well-versed in the challenges and opportunities before you. As your financial guide, we help you further your own brand of success by giving you the confidence to focus on what you do best.

As an executive, you spend your time and energy between the office and home, with little to spare. You know your personal portfolio deserves that same level of dedication and high-level thought. As your partner, our goal is to guide you – confidently – along the most direct path to your financial objectives.

As a medical professional you have very acute issues to deal with, for instance replacing your income when you retire. Many of you will have to develop your own pension plan –we have a lot of experience in this area. You also have the issue of potential liability arising from a medical lawsuit; asset protection strategies may need to be reviewed for use in your situation. While your income should be above average, you may have accumulated debt in getting your education and you will start earning income later then most. This sometimes puts physicians in catch up mode and sometimes drives them to take extra risks with their money – this is a common pitfall amongst many physicians.

With retirees living longer, more active lives, it’s essential for your retirement plan to work for you, helping you enjoy the life you’ve envisioned while also mitigating risk that could make your nest egg vulnerable. We help pre-retirees and retirees overcome the challenges of such a profound lifestyle change.

Not every client has wealth to manage at first – that is why we also have the “rising star” program for those clients that are just starting out or have just begun their journey towards financial independence. Many times a “rising star” is a younger professional or relative of a current client or someone who just wants to succeed in their financial life.

We have had the privilege of guiding generations of clients, applying a consultative approach to managing the complexities that accompany wealth. Our offerings reflect the distinct needs of the families we serve, including coordination with other professional advisors such as CPAs and attorneys to help ensure our service is in harmony with all aspects of your life.

Receiving a substantial sum of money presents opportunities, but also challenges. This contradiction extends to the emotions you may feel after a windfall, whether through inheritance, the sale of a business, lottery, divorce or a legal settlement. That’s why it’s important not to rush into anything. As your experienced guide, we give you the time needed to acclimate to your new situation and face crucial decisions with clarity of mind.

Successful businesswoman, entrepreneur, mentor, leader: Whether for your education, career or family, at some point you’ve had to plan to reach your goals. And you’ve likely faced unique financial challenges along the way. We’ve helped our clients confidently turn those challenges into possibilities for a brighter future with proactive planning and investing.