What We Do

We make your objectives our priority

Our process starts by Listening to You. Wealth Management goes beyond investment advice and money management to address a wide range of concerns related to both your financial and life goals

Our services are designed for business owners, senior executives, professionals, women investors and families, retirees and entertainment industry professionals who require conservative advice and assistance to manage their wealth.

We provide investors with comprehensive, objective financial advice, delivered with a high level of personal service and attention. What sets us apart is our focus on developing close working relationships with our clients, based on trust, open communication, and ongoing financial education. We take more time to thoroughly understand your financial needs and goals and tailor a holistic financial plan that reflects your priorities. Working together, we will achieve the goals that you set out for yourself, your family, your business and your future.

We understand the value of creating a customized plan that is tailored to your unique financial goals. Your portfolio is only one piece of the puzzle. We help you make sense of the other important issues life throws at you to design and implement a life plan that will help to get you where you need to go.

“Success is getting what you want. Happiness is wanting what you get.”

-Dale Carnegie 

How We Do What We Do

We recognize that individuals with significant wealth tend to have more complex situations. You often need solutions that go beyond the scope of traditional investment services involving the expertise of specialized individuals.

We will work with you through each stage to maximize your after-tax income, build a minimum-risk financial plan and create your legacy for your family and charities. We focus on making issues simpler, clearer and we streamline processes so you will be well informed before you have to make a decision. More importantly, we unify all aspects of your wealth management, so you can see them across the board in one glance. Protecting the fundamentals of your wealth is protecting your lifestyle. We work in partnership with your trusted advisors, tax experts and lawyers, to harness our combined knowledge and provide you with the best ongoing counsel.

We are extremely transparent with respect to our fees. If you are already satisfied with your current Financial Professionals, we open the door for a complimentary 2nd opinion service.

Specialized advice for women

We have had extensive experience working with women and families and their unique needs through all stages of their lives and life events: Career women, entrepreneurs and professionals, mothers, families, divorced and single parents, widows, and aging parents can all benefit from our one-to-one service and comprehensive financial advice.