With more than 40 years of combined experience and one of the best track records in the country*, our team has a special talent for discussing complex financial strategies in plain terms, including taxation, wealth protection and estate planning. By working with us, you will obtain clear, consistent and up-to-date information on wealth management to help you make informed financial decisions.

*Our team ranked in the top 3% at IG Private Wealth Management, based on new acquisitions in 2010, 2011, 2017, 2018 and 2019.

Our Leadership

Client Services

Corporate Experts

We have access to Advanced Financial Planning professionals who have the knowledge and experience to address even the most complex situations. They are supported by a team of over 20 CPAs, lawyers and other specialists coast to coast. The Advanced Financial Planning team is lead by the following individuals:

Regional Specialists

Our team also has privileged access to specialists who can provide additional information and who can suggest other ideas and strategies to enhance your financial plan.