Who We Help


Wealth Management Solutions Designed For You

Gary’s financial services are designed for individuals, families and business owners whorequire professional advice in the following circumstances:

  • Professional and business owners requiring assistance managing their personal and business assets

  • Pre-retirees who want to make the most of the retirement savings as they approach retirement

  • Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security

  • Families seeking professional guidance to preserve and transfer wealth to their children or grandchildren in a tax-efficient manner

  • Property Owners to ensure the proceeds from the sale of their property are manages to meet their unique and very personal goals

  • Philanthropists looking for creative ways to enhance their legacy to chosen charities

  • Non-profit organizations requiring professional guidance to manage investment assets in accordance with specified guidelines

Many new clients look for support and assistance when they experience a transition in their lives. These Critical Financial Events can sometimes be predictable or, random and unexpected. Gary’s mission is to assist clients plan for and react to these events. This might include:

  • Achieving an important career or business milestone

  • Going through a separation or divorce

  • The transition into retirement

  • Coping with the loss of a loved one

  • Receiving an inheritance or other large lump sum of funds

  • The sale of personal assets, real estate or business interests

  • Exercising equity options within their firm

Take the next step and Contact Us today!