As an attorney, CPA, or other professional advisor, your clients rely on you for trusted guidance and advice. Through our team-based approach, we focus on collaborating with you to help your clients address their personal needs and achieve their financial goals.
We can serve as a valued resource for your practice by providing access to advice and investment strategies that can complement your existing client services.
Our proprietary planning process is designed to provide your clients with the clarity that comes with knowing they have their arms around all aspects of their financial matters; the confidence that they have identified their financial priorities and goals and the structure to keep their plan up-to-date and in sync with their life.
We take the time to fully understand each client's financial picture and design a custom wealth management plan. Our disciplined client service process monitors each plan and keeps you and your client informed about progress towards key goals.
We have decades of experience coordinating and participating in family wealth and governance meetings including family members, attorneys, CPAs, and other professionals to discuss family goals, challenges and outcomes so all parties work in concert for your client's success.