Staying on Course
Managing and protecting assets accumulated over a lifetime takes careful, coordinated planning. Anything less can put your wealth at risk and lead to unintended financial consequences for you and your family.
People with substantial assets and sophisticated needs typically rely on an attorney, an accountant and an investment advisor for specialized assistance. We integrate the efforts of these professionals in support of your overall financial needs and goals.
As an independent advisory firm we bring valuable objectivity to your financial planning. We face no mandate to utilize a particular company’s financial products or research. Your best interest is our only goal.
Whatever circumstances bring you to us, our first step is to meet for a complimentary initial consultation. This session allows you to question us and us to question you to determine whether our strengths best meet your needs.