Every man knows well enough that he is a unique being, only once on this earth.
- Friedrich Nietzsche
We work with people whom we like and trust and who share our business principles. They are loyal, discerning and looking to maintain a long-term business relationship. Each of our clients is unique. As a result they all need and benefit from having their own customized Wealth M.A.P. (see "Wealth M.A.P. - How We Help")
Client groups we specialize in helping include:
Retirees or Pre-Retirees requiring innovative strategies to maximize their after-tax retirement income while protecting their financial security. Clarifying what they can attain and improving the tax effectiveness of their income and investments is often important to them.
Business Owners, Professionals & Executives who need help managing personal and business assets. They often benefit from improving the after -tax value of their savings and their businesses including holding companies.
People who have experienced a significant change in their financial lives. This can be anything from a job severance to winning the lottery. These transitions, even if all positive, are stressful. They need proven strategies, a sound plan, and a calm hand that help them make smart choices in a time of change.
Families who benefit from professional guidance in transferring wealth to the next generation in a tax-efficient manner.
Foundations & Institutions needing professional, disciplined and customized management of their investments. Improving financial performance and managing risk is a crucial part of their fiduciary responsibility.