Working Together for You

We've been reminded repeatedly in recent years that navigating financial markets is not an easy task.  Additionally, the intricacies of building a plan that takes into account investments, estate planning, tax strategies, wealth protection and preservation and other components can make coordinating your financial life a difficult job.

We take great care in assembling a team of professionals who will work in concert to make sure all aspects of your financial life are being addressed. In addition to our wealth advisory services, your team may include:

  • Certified Public Accountant
  • Estate Attorney
  • Insurance Specialist

Depending on your needs, we may bring in other experts and planning professionals, such as a Valuation Specialist or a Charitable Giving Specialist, to address specific issues.

We will coordinate each professional's individual expertise and incorporate their recommendations into your wealth plan as appropriate.  We can also integrate any of your current financial professionals into our team approach

Having your own team of experts working closely together helps maximize the effectiveness of your plan and makes sure it stays in sync, with every item properly addressed.