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
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Three Questions to Consider During Open Enrollment
Making benefit elections for next year? This article covers three key areas that require careful consideration during open enrollment.
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Big Data for Smaller Players
Read how small businesses use software services to help streamline operations, understand customers, optimize websites, and find new markets.
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Passive, Active, or Both?
Passively managed index funds and actively managed funds can perform differently over different market cycles. Find out more about each.
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Could You Be Responsible for Your Parents’ Nursing Home Bills?
Filial responsibility laws can hold children responsible for certain parental debts. This potential liability is one reason to plan for long-term care needs.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.