Our role as your advisor.
We are a boutique wealth management firm servicing the needs of business owners, sports and entertainment professionals, executives, retirees, and their families.
When you retain our services you benefit from personal service and our prodigious financial experience. We take the time to fully understand you and your needs. We take a step back and look at your entire financial picture at one time and we do this on a cross-disciplinary basis. So not just from a legal or accounting perspective, but across the board. We've found that taking this approach allows us to identify both planning gaps and opportunities present in your existing level of planning. From there we provide you with the information, advice and alternatives you will need to make the appropriate decisions about your financial future.
We stand strongly behind our process and approach to planning and can confidently say that our clients appreciate our process in the end. If you feel that our services could be of value to you, please contact us to schedule an initial consultation.
Newsletters
-
Return of Premium Life Insurance: Protection and Cash Back
This article provides an overview of the pros and cons of a type of term policy – return of premium life insurance.
-
Sequence Risk: Preparing to Retire in a Down Market
This article offers a strategy that may help address sequence risk — the danger of poor investment performance at the outset of retirement.
-
Quarterly Taxes: Deadlines Keep Coming for the Self-Employed
If you are self-employed, do you know how to calculate quarterly estimated tax payments in order to avoid underpayment penalties?
-
Why Family Businesses Should Have Succession Plans
Do you know the reasons why business owners might need to take the time to develop a thoughtful succession plan?
Calculators
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
-
Credit Card Debt
How Long Will It Take to Pay my Balance?