Who We Serve

We have a long, proud history of meeting the needs of business owners, executives, professionals and retirees and their families. Whether it’s helping clients design exit strategies from their closely held businesses, invest their money, selecting private money managers, facilitating the exercise of stock options, securing life insurance or advising on and reviewing complicated estate plans – we work with our clients who have complex financial challenges.

Affluent Retiree

You may be on track to retire and you still may have concerns about a variety of issues including your estate plan, tax reduction strategies, estate/asset protection strategies and charitable giving. Are you worried about outliving your assets? We can help design a plan to help protect you and provides for your family for generations to come.

Business Owner

You may be looking for guidance on your exit strategy, structuring your retirement income, minimizing your capital gains taxes or organizing your succession plan. We can help you prepare for opportunities that maximize value and transition your business.

Attorneys & Physicians

You may be seeking counsel on income taxes, cash flow management, investments, 401(k) or pensions. Our advisors have worked with professional practices and know how to navigate through the particular issues of your business to help you prepare for the long term.

CFO

As finance professionals with a long track record, we can help advise you on buy-sell arrangements, group benefit plans, executive compensation, and other financial strategies.

High-Salary Executive

Your financial life may be complex and you may have concerns regarding investment and retirement planning, wills and estate planning, savings vehicles, stock options and tax strategies. We can simplify the complex to help you manage your financial future.