Who We Work With

We like to say that we have a PhD in every person we work with. We know their families, what keeps them awake at night, what they do on the weekends, and what (and who) brings them joy. Everything starts and ends with these relationships.

That means we have to be selective in who we choose to work with. And we think you should be, too. Because your financial future is too important to work with someone you don’t connect with or trust.

We work with people who:

Share our values of hard work, excellence, curiosity, philanthropy and humility
Have complex financial lives that need specialized layers of expertise to stay on track over the long haul
Listen to the advice of experts in all areas of their lives
Value relationships just as much as financial expertise
Strive to make a positive impact on everyone around them

We often work with five types of people

Complex Finances

We specialize in helping individuals and families make sense of the most complicated financial situations. From tax strategies to estate planning, we can handle every part of your financial life to develop a cohesive plan that works for you.

Multigenerational Families

We partner with families to create meaningful legacies for future generations. Our team is uniquely structured to provide a smooth transition of wisdom and wealth over years and even decades.

Wealth Creators

We work with people who are creating their own path to financial freedom. We act as wealth management navigators, helping people manage their hard-earned money and supporting them in growing their legacy for years to come.

Corporate Executives

We guide C-suite executives through a variety of financial, tax and estate planning strategies to help them maximize financial success during their peak earning years and through all market cycles.

Entrepreneurs and Business Owners

As entrepreneurs ourselves, we understand the unique opportunities and challenges of starting and running your own business. We help these individuals make the most of their income streams today and develop a long-term plan for retirement and business succession for the future.