Who We Are

Our goal is always to construct a financial roadmap specifically tailored to each individual or family. Since no two people are the same, no two financial plans will ever be the same. They are unique, just like the people with whom we work.

Our mission is to get the job done. Whether it's helping people invest their money, selecting private money managers, facilitating the exercise of stock options, securing life insurance or designing complicated estate plans, we work with our clients until all the details have been completed.

National Design Team

Our National Design team consists of three attorneys who provide case design support, training and legislative monitoring, and compliance review. The attorneys on staff regularly speak to staff, outside attorneys, accountants and other tax experts throughout the country. Because of such contacts, our National Design team sees a wide variety of issues, and is able to pass on the latest in comprehensive financial planning.