Who We Serve
Service and Relationships
We work with individuals seeking a high level of service who are looking for a long-term relationship with an advisor that they trust to help them reach their financial goals.
We have substantial experience working with professionals, especially physicians and attorneys, business owners and corporate executives, as well as individuals experiencing a major life event. We also have been actively engaged with the American Academy of Orthopedic Surgeons (AAOS) for over 20 years.
Why Do Clients Come To Us?
Clients come to us because they are frustrated or confused. Their CPA does their tax return, their attorney does an estate plan, they own insurance and they have a stockbroker or investment adviser. However none of these trusted professionals are talking to each other. The client can’t remember why they did an estate plan, the ownership of their assets is not coordinated with their estate plan, they don’t know the beneficiaries of their estate plan and they don’t know whether they have enough money to retire, They need help! Today, individuals need someone to coordinate all the information and tell them what it means. That’s what we do.
We are the conductor orchestrating all the separate parts in an integrated way that sounds beautiful to the client.