Insight into the Clients We Serve

Our team works with a wide range of affluent families and individuals such as entrepreneurs and executives, healthcare and legal professionals. We also serve institutional clients such as charitable foundations, nonprofits and religious organizations.

While their situations are unique to each and we treat them as such, one commonality of the individuals we serve is that they have more complex planning needs because of their wealth, whether it be succession planning, legacy planning or valuing a business for merger, sale or purchase.

We apply our extensive knowledge and capabilities to customizing financial strategies that address these complexities, as well as our clients’ objectives to manage and grow their wealth, while mitigating the erosive effects of inflation and taxes.

We pride ourselves on the trusted, long-term relationships we build with our clients. We are very connected to their lives, and work diligently to tie all aspects of their financial lives together.