Overview

We deliver proactive, objective plans and solutions enabling our clients to reach their unique family goals. As unbiased fiduciaries for our clients, we place our clients’ interests first and provide transparent, comprehensive financial advice. Our partnership with HighTower, an advisor-owned and client-centered independent advisory firm, helps us maintain our open, genuine client focus with Wall Street resources and sophistication.

Our client’s goals and dreams change while most financial products do not. Clients work with us because we don’t sell products - we create customized plans based on each client’s unique goals, and we continuously reevaluate client portfolios to ensure they are aligned with changing needs. We specialize in preparing heirs to responsibly receive wealth; assets should expand horizons - not limit them. Our clients rely on us to protect their futures, and we take their trust to heart.

We choose to be unbiased fiduciaries for our clients - we place our clients’ interests first and proactively provide objective, transparent and comprehensive advice and solutions. Our partnership with HighTower, an advisor-owned and client-centered independent Advisory firm, helps us maintain our open, genuine client focus with Wall Street resources and sophistication.

Our comprehensive wealth management services include:

Strategic Investment
Management

Consolidated
Reporting

Planning for Financial
Independence & Retirement

Generational Wealth
Transder Planning

Strategies to Prepare
Heirs to Receive Wealth

Business Succession
Planning

Personal & Business
Tax Strategies

CFP Certified

“Today more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing your taxes and your insurance coverage, “finances” doesn’t mean just one thing for most Americans — and “financial planning” means much more than just investing. Bringing all the pieces of your financial life together is a challenging task.

Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand all the complexities of the changing financial climate and will make recommendations in your best interest.”

— CFP.net


Learn more at: http://www.cfp.net/about-cfp-board/cfp-certification-the-standard-of-excellence#sthash.A9lXAF2r.dpuf