Individuals & Families

A Financial Partner You Can Trust

From managing your investments to preparing a plan for retirement, our team of CPAs and Financial Advisors are here to help.

managing your investments

Free time should be spent with family, not managing portfolios.

We don't believe in "buy and hold" strategies, we actively manage your investments with all the care and prudence we do our own. We also believe good investment advice should come at a fair cost and always be easy to understand and transparent.

$0

Commissions

We never accept commissions or "kick-backs", nor do we ever sell proprietary products.

1%

average fee

We charge a 1% fee for discretionary management of your investments.

financial planning

Let's build a plan together.

From planning for retirement, to funding education , our CPAs and Financial Advisors work with you to develop a plan to accomplish your goals.

SERVICES

Services for Families

CPAs and Financial Advisors serving you in every aspect of your financial life. Here is a few ways we can help:

Financial Planning

Do you have enough saved for retirement? Will you meet your other financial goals? What can you do to prepare today? Our advisors will help you plan for retirement and track your progress.

Investment Advice

Offering discretionary active management of your investment accounts. We don't believe in "buy and hold" and take a global thematic approach to investment selection.

Tax Planning

Don't pay more in taxes than you have to. Our CPAs and Advisors look at your situation and build a tax plan for today and for the future. Tax efficiency requires planning and preparation.

Business Owners

Business owners face unique financial challenges. Our team specializes in working with business owners to become tax efficient and select the best investment vehicles for retirement.

Education Funding

Planning for college expenses has become a daunting task for families. Let our team help you select the right vehicle, plan, save, and invest for higher education costs.

Insurance

Do you have adequate insurance coverage for your loved ones? Is insurance part of your retirement plan income strategy? Our advisors and CPAs will help you analyze your coverage.