Offering High-Level Expertise While You Manage Your Career.

Professionals & Executives

As a professional or corporate executive, you understand that planning is crucial when running a successful company or practice. The same is true for your own future. However, between the time-consuming demands of your job and the complex nature of your personal financial circumstances, planning for your own future can be challenging.

We serve corporate executives and professionals who realize the wisdom in having a well-designed financial plan for addressing short-term needs, like saving for their children’s college educations, but also for long term goals like their own retirement.

You spend long days serving your clients or patients. Do you have the time to tackle your financial planning needs the way they should be managed? We understand the important financial matters professionals must address – Protecting your assets from liability risk, strategic tax planning, managing cash flow, paying off education debt, valuating a firm or practice for purchase or sale and, ultimately, enjoying financial independence.

We provide high-level expertise and advice for your personal financial matters and the needs of your firm or practice. Serving as your trusted partner to help manage your investments, and mitigate your tax burden, we will also address key issues such as estate planning, generational wealth transfer and your philanthropic efforts.